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Parasol Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Parasol Investment Management’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
2017
Q1 		– Sell
-40,590
Closed -$2.41M – 140
2016
Q4 		$2.41M Buy
+40,590
New +$2.22M 2.53% 12

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parasol Investment Management's VFH Position: Q1 2017 in Review

Parasol Investment Management sold out of Vanguard Financials ETF (VFH) in Q1 2017, closing a stake of 40,590 shares — an estimated $2.41M sold.

Parasol Investment Management first reported a position in VFH in Q4 2016 and held it in 1 quarter. The position peaked at $2.41M in Q4 2016. 243 funds tracked by Wall St. Rank hold VFH as of Q1 2017.

  • Parasol Investment Management reported no remaining Vanguard Financials ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 40,590 Vanguard Financials ETF shares in Q1 2017, an estimated $2.41M.
  • Parasol Investment Management first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 1 quarter.
  • Parasol Investment Management's Vanguard Financials ETF position peaked at $2.41M in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.