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Pekin Hardy Strauss’s Vanguard Health Care ETF VHT Stock Holding History

Pekin Hardy Strauss’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,654
Closed -$208K – 232
2014
Q4 		$208K Buy
+1,654
New +$203K 0.03% 222

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pekin Hardy Strauss's VHT Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of Vanguard Health Care ETF (VHT) in Q1 2015, closing a stake of 1,654 shares — an estimated $208K sold.

Pekin Hardy Strauss first reported a position in VHT in Q4 2014 and held it in 1 quarter. The position peaked at $208K in Q4 2014. 229 funds tracked by Wall St. Rank hold VHT as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining Vanguard Health Care ETF position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 1,654 Vanguard Health Care ETF shares in Q1 2015, an estimated $208K.
  • Pekin Hardy Strauss first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's Vanguard Health Care ETF position peaked at $208K in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.