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Samalin Investment Counsel’s Vanguard Financials ETF VFH Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-194
Closed -$14K – 498
2019
Q4 		$14K Buy
+194
New +$14.2K 0.01% 411

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Samalin Investment Counsel's VFH Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Vanguard Financials ETF (VFH) in Q1 2020, closing a stake of 194 shares — an estimated $14K sold.

Samalin Investment Counsel first reported a position in VFH in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 347 funds tracked by Wall St. Rank hold VFH as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Vanguard Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 194 Vanguard Financials ETF shares in Q1 2020, an estimated $14K.
  • Samalin Investment Counsel first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Vanguard Financials ETF position peaked at $14K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.