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Robertson Stephens Advisors’s Vanguard Financials ETF VFH Stock Holding History

Robertson Stephens Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,000
Closed -$594K – 136
2016
Q4 		$594K Buy
+10,000
New +$546K 0.34% 77

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Robertson Stephens Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2017, closing a stake of 10,000 shares — an estimated $594K sold.

Robertson Stephens Advisors first reported a position in VFH in Q4 2016 and held it in 1 quarter. The position peaked at $594K in Q4 2016. 243 funds tracked by Wall St. Rank hold VFH as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Vanguard Financials ETF position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 10,000 Vanguard Financials ETF shares in Q1 2017, an estimated $594K.
  • Robertson Stephens Advisors first reported a position in Vanguard Financials ETF in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Vanguard Financials ETF position peaked at $594K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2017.

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