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Salient Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Salient Capital Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,798
Closed -$476K – 259
2016
Q3 		$476K Buy
+4,798
New +$475K 0.01% 164

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Salient Capital Advisors's VV Position: Q4 2016 in Review

Salient Capital Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2016, closing a stake of 4,798 shares — an estimated $476K sold.

Salient Capital Advisors first reported a position in VV in Q3 2016 and held it in 1 quarter. The position peaked at $476K in Q3 2016. 340 funds tracked by Wall St. Rank hold VV as of Q4 2016.

  • Salient Capital Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Salient Capital Advisors sold 4,798 Vanguard Morningstar Large-Cap ETF shares in Q4 2016, an estimated $476K.
  • Salient Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Salient Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $476K in Q3 2016.
  • 340 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2016.

Based on Salient Capital Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.