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Parsec Financial Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Parsec Financial Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,984
Closed -$266K – 204
2016
Q4 		$266K Sell
1,984
-734
-27% -$98.1K 0.02% 180
2016
Q3 		$372K Buy
+2,718
New +$381K 0.03% 156

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parsec Financial Management's VDC Position: Q1 2017 in Review

Parsec Financial Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2017, closing a stake of 1,984 shares — an estimated $266K sold.

Parsec Financial Management first reported a position in VDC in Q3 2016 and held it in 2 quarters. The position peaked at $372K in Q3 2016. 209 funds tracked by Wall St. Rank hold VDC as of Q1 2017.

  • Parsec Financial Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
  • Parsec Financial Management sold 1,984 Vanguard Consumer Staples ETF shares in Q1 2017, an estimated $266K.
  • Parsec Financial Management first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and held it in 2 quarters.
  • Parsec Financial Management's Vanguard Consumer Staples ETF position peaked at $372K in Q3 2016.
  • 209 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2017.

Based on Parsec Financial Management's 13F filing for Q1 2017, filed 26 Apr 2017.