PIM
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Parasol Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Parasol Investment Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1.81M Sell
106,720
-28,160
-21% -$460K 2.96% 13
2016
Q4 		$2.05M Buy
+134,880
New +$2.03M 2.15% 17

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Parasol Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 21% in Q1 2017, selling an estimated $460K and leaving 106,720 shares worth $1.81M. The position accounts for 2.96% of the portfolio, ranked #13.

Parasol Investment Management first reported a position in VGT in Q4 2016 and has held it in 2 quarters since. The position peaked at $2.05M in Q4 2016. 383 funds tracked by Wall St. Rank hold VGT as of Q1 2017.

  • Parasol Investment Management held 106,720 shares of Vanguard Information Technology ETF worth $1.81M as of Q1 2017.
  • Parasol Investment Management sold 28,160 Vanguard Information Technology ETF shares in Q1 2017, an estimated $460K.
  • Vanguard Information Technology ETF made up 2.96% of Parasol Investment Management's portfolio in Q1 2017, its #13 holding.
  • Parasol Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 2 quarters since.
  • Parasol Investment Management's Vanguard Information Technology ETF position peaked at $2.05M in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2017.

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