PFA
VPU

Pinnacle Family Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Pinnacle Family Advisors’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
2019
Q1 		– Sell
-48,210
Closed -$5.68M – 80
2018
Q4 		$5.68M Buy
+48,210
New +$5.84M 3.82% 9
2017
Q4 		– Sell
-46,380
Closed -$5.42M – 83
2017
Q3 		$5.42M Buy
+46,380
New +$5.48M 2.55% 16

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Family Advisors's VPU Position: Q1 2019 in Review

Pinnacle Family Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2019, closing a stake of 48,210 shares — an estimated $5.68M sold.

Pinnacle Family Advisors first reported a position in VPU in Q3 2017 and held it in 2 quarters. The position peaked at $5.68M in Q4 2018. 270 funds tracked by Wall St. Rank hold VPU as of Q1 2019.

  • Pinnacle Family Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Pinnacle Family Advisors sold 48,210 Vanguard Utilities ETF shares in Q1 2019, an estimated $5.68M.
  • Pinnacle Family Advisors first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 2 quarters.
  • Pinnacle Family Advisors's Vanguard Utilities ETF position peaked at $5.68M in Q4 2018.
  • 270 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2019.

Based on Pinnacle Family Advisors's 13F filing for Q1 2019, filed 15 May 2019.