Piershale Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Piershale Financial Group’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-641	Closed	-$69K	–	136
2016 Q3	$69K	Hold	641	–	–	0.05%	28
2016 Q2	$73K	Hold	641	–	–	0.05%	26
2016 Q1	$69K	Hold	641	–	–	0.04%	25
2015 Q4	$60K	Hold	641	–	–	0.04%	35
2015 Q3	$60K	Hold	641	–	–	0.05%	29
2015 Q2	$58K	Hold	641	–	–	0.04%	30
2015 Q1	$62K	Sell	641 -184	-22%	-$18.5K	0.05%	27
2014 Q4	$84K	Buy	825 +184	+29%	+$18.1K	0.05%	35
2014 Q3	$59K	Buy	641 +6	+0.9%	+$555	0.05%	37
2014 Q2	$61K	Buy	635 +5	+0.8%	+$464	0.05%	42
2014 Q1	$57K	Buy	630 +5	+0.8%	+$431	0.07%	40
2013 Q4	$52K	Buy	625 +6	+1%	+$502	0.08%	31
2013 Q3	$51K	Buy	+619	New	+$51.5K	0.05%	41

Other funds holding VPU

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Piershale Financial Group's VPU Position: Q4 2016 in Review

Piershale Financial Group sold out of Vanguard Utilities ETF (VPU) in Q4 2016, closing a stake of 641 shares — an estimated $69K sold.

Piershale Financial Group first reported a position in VPU in Q3 2013 and held it in 13 quarters. The position peaked at $84K in Q4 2014. 155 funds tracked by Wall St. Rank hold VPU as of Q4 2016.

Piershale Financial Group reported no remaining Vanguard Utilities ETF position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 641 Vanguard Utilities ETF shares in Q4 2016, an estimated $69K.
Piershale Financial Group first reported a position in Vanguard Utilities ETF in Q3 2013 and held it in 13 quarters.
Piershale Financial Group's Vanguard Utilities ETF position peaked at $84K in Q4 2014.
155 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.