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Pension Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Pension Partners’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
2017
Q1 		– Sell
-4,647
Closed -$598K – 16
2016
Q4 		$598K Buy
+4,647
New +$590K 0.55% 13

Other funds holding VCR

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Pension Partners's VCR Position: Q1 2017 in Review

Pension Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2017, closing a stake of 4,647 shares — an estimated $598K sold.

Pension Partners first reported a position in VCR in Q4 2016 and held it in 1 quarter. The position peaked at $598K in Q4 2016. 177 funds tracked by Wall St. Rank hold VCR as of Q1 2017.

  • Pension Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
  • Pension Partners sold 4,647 Vanguard Consumer Discretionary ETF shares in Q1 2017, an estimated $598K.
  • Pension Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and held it in 1 quarter.
  • Pension Partners's Vanguard Consumer Discretionary ETF position peaked at $598K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2017.

Based on Pension Partners's 13F filing for Q1 2017, filed 8 May 2017.