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Nottingham Advisors’s Vanguard Financials ETF VFH Stock Holding History

Nottingham Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100,462
Closed -$4.01M – 57
2013
Q2 		$4.01M Buy
+100,462
New +$3.97M 1.67% 21

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Nottingham Advisors's VFH Position: Q3 2013 in Review

Nottingham Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2013, closing a stake of 100,462 shares — an estimated $4.01M sold.

Nottingham Advisors first reported a position in VFH in Q2 2013 and held it in 1 quarter. The position peaked at $4.01M in Q2 2013. 81 funds tracked by Wall St. Rank hold VFH as of Q3 2013.

  • Nottingham Advisors reported no remaining Vanguard Financials ETF position as of Q3 2013 after selling out during the quarter.
  • Nottingham Advisors sold 100,462 Vanguard Financials ETF shares in Q3 2013, an estimated $4.01M.
  • Nottingham Advisors first reported a position in Vanguard Financials ETF in Q2 2013 and held it in 1 quarter.
  • Nottingham Advisors's Vanguard Financials ETF position peaked at $4.01M in Q2 2013.
  • 81 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2013.

Based on Nottingham Advisors's 13F filing for Q3 2013, filed 10 Oct 2013.