PIA
VPU

Peachtree Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Peachtree Investment Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-250
Closed -$22K – 249
2015
Q2 		$22K Hold
250
– – 0.02% 226
2015
Q1 		$24K Hold
250
– – 0.02% 236
2014
Q4 		$26K Hold
250
– – 0.02% 242
2014
Q3 		$23K Buy
+250
New +$23.1K 0.02% 260

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Peachtree Investment Advisors's VPU Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2015, closing a stake of 250 shares — an estimated $22K sold.

Peachtree Investment Advisors first reported a position in VPU in Q3 2014 and held it in 4 quarters. The position peaked at $26K in Q4 2014. 134 funds tracked by Wall St. Rank hold VPU as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 250 Vanguard Utilities ETF shares in Q3 2015, an estimated $22K.
  • Peachtree Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Vanguard Utilities ETF position peaked at $26K in Q4 2014.
  • 134 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.