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Oliver Luxxe Assets’s Vanguard S&P 500 ETF VOO Stock Holding History

Oliver Luxxe Assets’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,757
Closed -$361K – 92
2016
Q4 		$361K Buy
+1,757
New +$353K 0.25% 74

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Luxxe Assets's VOO Position: Q1 2017 in Review

Oliver Luxxe Assets sold out of Vanguard S&P 500 ETF (VOO) in Q1 2017, closing a stake of 1,757 shares — an estimated $361K sold.

Oliver Luxxe Assets first reported a position in VOO in Q4 2016 and held it in 1 quarter. The position peaked at $361K in Q4 2016. 680 funds tracked by Wall St. Rank hold VOO as of Q1 2017.

  • Oliver Luxxe Assets reported no remaining Vanguard S&P 500 ETF position as of Q1 2017 after selling out during the quarter.
  • Oliver Luxxe Assets sold 1,757 Vanguard S&P 500 ETF shares in Q1 2017, an estimated $361K.
  • Oliver Luxxe Assets first reported a position in Vanguard S&P 500 ETF in Q4 2016 and held it in 1 quarter.
  • Oliver Luxxe Assets's Vanguard S&P 500 ETF position peaked at $361K in Q4 2016.
  • 680 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2017.

Based on Oliver Luxxe Assets's 13F filing for Q1 2017, filed 17 Apr 2017.