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VPU

Robertson Stephens Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Robertson Stephens 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
2017
Q1 		– Sell
-22,395
Closed -$2.4M – 139
2016
Q4 		$2.4M Buy
+22,395
New +$2.35M 1.36% 24

Other funds holding VPU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

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

Robertson Stephens Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2017, closing a stake of 22,395 shares — an estimated $2.4M sold.

Robertson Stephens Advisors first reported a position in VPU in Q4 2016 and held it in 1 quarter. The position peaked at $2.4M in Q4 2016. 172 funds tracked by Wall St. Rank hold VPU as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 22,395 Vanguard Utilities ETF shares in Q1 2017, an estimated $2.4M.
  • Robertson Stephens Advisors first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Vanguard Utilities ETF position peaked at $2.4M in Q4 2016.
  • 172 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2017.

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