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Palo Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Palo Capital’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,652
Closed -$262K – 170
2018
Q2 		$262K Hold
6,652
– – 0.1% 157
2018
Q1 		$256K Buy
+6,652
New +$262K 0.09% 157

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Palo Capital's VO Position: Q3 2018 in Review

Palo Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2018, closing a stake of 6,652 shares — an estimated $262K sold.

Palo Capital first reported a position in VO in Q1 2018 and held it in 2 quarters. The position peaked at $262K in Q2 2018. 770 funds tracked by Wall St. Rank hold VO as of Q3 2018.

  • Palo Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Palo Capital sold 6,652 Vanguard Morningstar Mid-Cap ETF shares in Q3 2018, an estimated $262K.
  • Palo Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and held it in 2 quarters.
  • Palo Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $262K in Q2 2018.
  • 770 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.