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Pension Partners’s Vanguard Industrials ETF VIS Stock Holding History

Pension Partners’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
2017
Q1 		– Sell
-5,025
Closed -$599K – 20
2016
Q4 		$599K Buy
+5,025
New +$577K 0.55% 12

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Pension Partners's VIS Position: Q1 2017 in Review

Pension Partners sold out of Vanguard Industrials ETF (VIS) in Q1 2017, closing a stake of 5,025 shares — an estimated $599K sold.

Pension Partners first reported a position in VIS in Q4 2016 and held it in 1 quarter. The position peaked at $599K in Q4 2016. 155 funds tracked by Wall St. Rank hold VIS as of Q1 2017.

  • Pension Partners reported no remaining Vanguard Industrials ETF position as of Q1 2017 after selling out during the quarter.
  • Pension Partners sold 5,025 Vanguard Industrials ETF shares in Q1 2017, an estimated $599K.
  • Pension Partners first reported a position in Vanguard Industrials ETF in Q4 2016 and held it in 1 quarter.
  • Pension Partners's Vanguard Industrials ETF position peaked at $599K in Q4 2016.
  • 155 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2017.

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