PVH
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Psagot Value Holdings’s Vanguard Energy ETF VDE Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-302
Closed -$28K – 330
2017
Q3 		$28K Hold
302
– – ﹤0.01% 277
2017
Q2 		$27K Buy
+302
New +$27.9K ﹤0.01% 274
2016
Q4 		– Sell
-3
Closed – – 409
2016
Q3 		$0 Buy
+3
New +$285 ﹤0.01% 393
2014
Q2 		– Sell
-530
Closed -$68K – 459
2014
Q1 		$68K Buy
530
+50
+10% +$6.16K ﹤0.01% 348
2013
Q4 		$61K Buy
480
+250
+109% +$31K ﹤0.01% 354
2013
Q3 		$27K Hold
230
– – ﹤0.01% 379
2013
Q2 		$26K Buy
+230
New +$26K ﹤0.01% 264

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Psagot Value Holdings's VDE Position: Q4 2017 in Review

Psagot Value Holdings sold out of Vanguard Energy ETF (VDE) in Q4 2017, closing a stake of 302 shares — an estimated $28K sold.

Psagot Value Holdings first reported a position in VDE in Q2 2013 and held it in 7 quarters. The position peaked at $68K in Q1 2014. 317 funds tracked by Wall St. Rank hold VDE as of Q4 2017.

  • Psagot Value Holdings reported no remaining Vanguard Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Psagot Value Holdings sold 302 Vanguard Energy ETF shares in Q4 2017, an estimated $28K.
  • Psagot Value Holdings first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 7 quarters.
  • Psagot Value Holdings's Vanguard Energy ETF position peaked at $68K in Q1 2014.
  • 317 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2017.

Based on Psagot Value Holdings's 13F filing for Q4 2017, filed 8 Feb 2018.