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Pension Partners’s Vanguard Energy ETF VDE Stock Holding History

Pension Partners’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-29,042
Closed -$3.04M – 17
2016
Q4 		$3.04M Buy
+29,042
New +$2.9M 2.79% 4

Other funds holding VDE

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Pension Partners's VDE Position: Q1 2017 in Review

Pension Partners sold out of Vanguard Energy ETF (VDE) in Q1 2017, closing a stake of 29,042 shares — an estimated $3.04M sold.

Pension Partners first reported a position in VDE in Q4 2016 and held it in 1 quarter. The position peaked at $3.04M in Q4 2016. 264 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • Pension Partners reported no remaining Vanguard Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Pension Partners sold 29,042 Vanguard Energy ETF shares in Q1 2017, an estimated $3.04M.
  • Pension Partners first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 1 quarter.
  • Pension Partners's Vanguard Energy ETF position peaked at $3.04M in Q4 2016.
  • 264 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

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