RCA
VPU

Rowland Carmichael Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Rowland Carmichael 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
2020
Q1 		– Sell
-160
Closed -$23K – 360
2019
Q4 		$23K Hold
160
– – 0.01% 326
2019
Q3 		$23K Hold
160
– – 0.01% 325
2019
Q2 		$21K Buy
+160
New +$20.9K 0.01% 305

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rowland Carmichael Advisors's VPU Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2020, closing a stake of 160 shares — an estimated $23K sold.

Rowland Carmichael Advisors first reported a position in VPU in Q2 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 160 Vanguard Utilities ETF shares in Q1 2020, an estimated $23K.
  • Rowland Carmichael Advisors first reported a position in Vanguard Utilities ETF in Q2 2019 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Vanguard Utilities ETF position peaked at $23K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.