Northstar Wealth Partners’s VSE Corp VSEC Stock Holding History

Northstar Wealth Partners’s Portfolio VSEC Stock Details VSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,019	Closed	-$228K	–	186
2019 Q4	$228K	Hold	6,019	–	–	0.09%	168
2019 Q3	$205K	Buy	+6,019	New	+$183K	0.09%	173
2018 Q3	–	Sell	-6,019	Closed	-$287K	–	194
2018 Q2	$287K	Hold	6,019	–	–	0.14%	149
2018 Q1	$311K	Buy	+6,019	New	+$298K	0.16%	149

Other funds holding VSEC

KCS

Koonce Calvin Scott $121M AUM 37.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kendall Capital Management Rockville, Maryland $488M AUM 28.68% 1-Year Est. Return

Northstar Wealth Partners's VSEC Position: Q1 2020 in Review

Northstar Wealth Partners sold out of VSE Corp (VSEC) in Q1 2020, closing a stake of 6,019 shares — an estimated $228K sold.

Northstar Wealth Partners first reported a position in VSEC in Q1 2018 and held it in 4 quarters. The position peaked at $311K in Q1 2018. 66 funds tracked by Wall St. Rank hold VSEC as of Q1 2020.

Northstar Wealth Partners reported no remaining VSE Corp position as of Q1 2020 after selling out during the quarter.
Northstar Wealth Partners sold 6,019 VSE Corp shares in Q1 2020, an estimated $228K.
Northstar Wealth Partners first reported a position in VSE Corp in Q1 2018 and held it in 4 quarters.
Northstar Wealth Partners's VSE Corp position peaked at $311K in Q1 2018.
66 funds tracked by Wall St. Rank held VSE Corp as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.