Peak Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Peak Capital Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4	Closed	-$1K	–	67
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	58
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	172
2018 Q1	$1K	Buy	+4	New	+$1K	﹤0.01%	63

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peak Capital Management's VOO Position: Q4 2018 in Review

Peak Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2018, closing a stake of 4 shares — an estimated $1K sold.

Peak Capital Management first reported a position in VOO in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 1,071 funds tracked by Wall St. Rank hold VOO as of Q4 2018.

Peak Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 4 Vanguard S&P 500 ETF shares in Q4 2018, an estimated $1K.
Peak Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 3 quarters.
Peak Capital Management's Vanguard S&P 500 ETF position peaked at $1K in Q3 2018.
1,071 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.