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Psagot Value Holdings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Psagot Value Holdings’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-31,780
Closed -$954K – 393
2015
Q4 		$954K Buy
+31,780
New +$969K 0.03% 164

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Psagot Value Holdings's VO Position: Q1 2016 in Review

Psagot Value Holdings sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2016, closing a stake of 31,780 shares — an estimated $954K sold.

Psagot Value Holdings first reported a position in VO in Q4 2015 and held it in 1 quarter. The position peaked at $954K in Q4 2015. 458 funds tracked by Wall St. Rank hold VO as of Q1 2016.

  • Psagot Value Holdings reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Psagot Value Holdings sold 31,780 Vanguard Morningstar Mid-Cap ETF shares in Q1 2016, an estimated $954K.
  • Psagot Value Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Psagot Value Holdings's Vanguard Morningstar Mid-Cap ETF position peaked at $954K in Q4 2015.
  • 458 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2016.

Based on Psagot Value Holdings's 13F filing for Q1 2016, filed 9 May 2016.