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Narwhal Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Narwhal Capital Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,422
Closed -$373K – 152
2017
Q4 		$373K Buy
+2,422
New +$372K 0.09% 125

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Deutsche Bank
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Narwhal Capital Management's VHT Position: Q1 2018 in Review

Narwhal Capital Management sold out of Vanguard Health Care ETF (VHT) in Q1 2018, closing a stake of 2,422 shares — an estimated $373K sold.

Narwhal Capital Management first reported a position in VHT in Q4 2017 and held it in 1 quarter. The position peaked at $373K in Q4 2017. 402 funds tracked by Wall St. Rank hold VHT as of Q1 2018.

  • Narwhal Capital Management reported no remaining Vanguard Health Care ETF position as of Q1 2018 after selling out during the quarter.
  • Narwhal Capital Management sold 2,422 Vanguard Health Care ETF shares in Q1 2018, an estimated $373K.
  • Narwhal Capital Management first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 1 quarter.
  • Narwhal Capital Management's Vanguard Health Care ETF position peaked at $373K in Q4 2017.
  • 402 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2018.

Based on Narwhal Capital Management's 13F filing for Q1 2018, filed 17 Apr 2018.