QIM
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Quest Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Quest Investment Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,850
Closed -$457K – 231
2013
Q2 		$457K Buy
+5,850
New +$456K 0.03% 125

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

Quest Investment Management's VOT Position: Q3 2013 in Review

Quest Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2013, closing a stake of 5,850 shares — an estimated $457K sold.

Quest Investment Management first reported a position in VOT in Q2 2013 and held it in 1 quarter. The position peaked at $457K in Q2 2013. 119 funds tracked by Wall St. Rank hold VOT as of Q3 2013.

  • Quest Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Quest Investment Management sold 5,850 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2013, an estimated $457K.
  • Quest Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 1 quarter.
  • Quest Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $457K in Q2 2013.
  • 119 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2013.

Based on Quest Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.