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Piershale Financial Group’s Vanguard Industrials ETF VIS Stock Holding History

Piershale Financial Group’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
-72,475
Closed -$8.64M – 28
2016
Q4 		$8.64M Buy
+72,475
New +$8.32M 5.3% 10

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Piershale Financial Group's VIS Position: Q1 2017 in Review

Piershale Financial Group sold out of Vanguard Industrials ETF (VIS) in Q1 2017, closing a stake of 72,475 shares — an estimated $8.64M sold.

Piershale Financial Group first reported a position in VIS in Q4 2016 and held it in 1 quarter. The position peaked at $8.64M in Q4 2016. 155 funds tracked by Wall St. Rank hold VIS as of Q1 2017.

  • Piershale Financial Group reported no remaining Vanguard Industrials ETF position as of Q1 2017 after selling out during the quarter.
  • Piershale Financial Group sold 72,475 Vanguard Industrials ETF shares in Q1 2017, an estimated $8.64M.
  • Piershale Financial Group first reported a position in Vanguard Industrials ETF in Q4 2016 and held it in 1 quarter.
  • Piershale Financial Group's Vanguard Industrials ETF position peaked at $8.64M in Q4 2016.
  • 155 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2017.

Based on Piershale Financial Group's 13F filing for Q1 2017, filed 17 Apr 2017.