NEXT Financial Holdings’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

NEXT Financial Holdings’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$2.89M	Buy	+16,782	New	+$2.77M	0.73%	17

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEXT Financial Holdings's VCR Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q1 2019: 16,782 shares worth $2.89M. The stake represents 0.73% of the portfolio and ranks #17 among its holdings.

240 funds tracked by Wall St. Rank hold VCR as of Q1 2019.

NEXT Financial Holdings held 16,782 shares of Vanguard Consumer Discretionary ETF worth $2.89M as of Q1 2019.
Vanguard Consumer Discretionary ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Consumer Discretionary ETF made up 0.73% of NEXT Financial Holdings's portfolio in Q1 2019, its #17 holding.
240 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.