PAS
VCR icon

Partnervest Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Partnervest Advisory Services’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-50
Closed -$5K – 762
2014
Q2 		$5K Hold
50
– – ﹤0.01% 842
2014
Q1 		$5K Hold
50
– – ﹤0.01% 809
2013
Q4 		$5K Hold
50
– – ﹤0.01% 780
2013
Q3 		$5K Buy
50
+25
+100% +$2.4K ﹤0.01% 808
2013
Q2 		$2K Buy
+25
New +$2.22K ﹤0.01% 886

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Partnervest Advisory Services's VCR Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2014, closing a stake of 50 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in VCR in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 89 funds tracked by Wall St. Rank hold VCR as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 50 Vanguard Consumer Discretionary ETF shares in Q3 2014, an estimated $5K.
  • Partnervest Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Vanguard Consumer Discretionary ETF position peaked at $5K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.