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Robertson Stephens Advisors’s Vanguard Energy ETF VDE Stock Holding History

Robertson Stephens Advisors’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
Q1 		– Sell
-7,015
Closed -$734K – 135
2016
Q4 		$734K Buy
+7,015
New +$701K 0.42% 62

Other funds holding VDE

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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Robertson Stephens Advisors's VDE Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2017, closing a stake of 7,015 shares — an estimated $734K sold.

Robertson Stephens Advisors first reported a position in VDE in Q4 2016 and held it in 1 quarter. The position peaked at $734K in Q4 2016. 263 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Vanguard Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 7,015 Vanguard Energy ETF shares in Q1 2017, an estimated $734K.
  • Robertson Stephens Advisors first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Vanguard Energy ETF position peaked at $734K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.