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Peak Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Peak Capital Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-74
Closed -$10K – 170
2018
Q2 		$10K Buy
+74
New +$10.3K 0.01% 131

Other funds holding VIS

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peak Capital Management's VIS Position: Q3 2018 in Review

Peak Capital Management sold out of Vanguard Industrials ETF (VIS) in Q3 2018, closing a stake of 74 shares — an estimated $10K sold.

Peak Capital Management first reported a position in VIS in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 207 funds tracked by Wall St. Rank hold VIS as of Q3 2018.

  • Peak Capital Management reported no remaining Vanguard Industrials ETF position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 74 Vanguard Industrials ETF shares in Q3 2018, an estimated $10K.
  • Peak Capital Management first reported a position in Vanguard Industrials ETF in Q2 2018 and held it in 1 quarter.
  • Peak Capital Management's Vanguard Industrials ETF position peaked at $10K in Q2 2018.
  • 207 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.