RWA
VPU

RGT Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

RGT Wealth 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
2016
Q4 		– Sell
-1,894
Closed -$203K – 135
2016
Q3 		$203K Buy
+1,894
New +$210K 0.13% 112

Other funds holding VPU

Bank of Nova Scotia
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
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
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RGT Wealth Advisors's VPU Position: Q4 2016 in Review

RGT Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2016, closing a stake of 1,894 shares — an estimated $203K sold.

RGT Wealth Advisors first reported a position in VPU in Q3 2016 and held it in 1 quarter. The position peaked at $203K in Q3 2016. 155 funds tracked by Wall St. Rank hold VPU as of Q4 2016.

  • RGT Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,894 Vanguard Utilities ETF shares in Q4 2016, an estimated $203K.
  • RGT Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2016 and held it in 1 quarter.
  • RGT Wealth Advisors's Vanguard Utilities ETF position peaked at $203K in Q3 2016.
  • 155 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2016.

Based on RGT Wealth Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.