SCIA
VPU

Sanibel Captiva Investment Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q3 		– Sell
-2,930
Closed -$241K – 101
2013
Q2 		$241K Buy
+2,930
New +$249K 0.23% 77

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sanibel Captiva Investment Advisers's VPU Position: Q3 2013 in Review

Sanibel Captiva Investment Advisers sold out of Vanguard Utilities ETF (VPU) in Q3 2013, closing a stake of 2,930 shares — an estimated $241K sold.

Sanibel Captiva Investment Advisers first reported a position in VPU in Q2 2013 and held it in 1 quarter. The position peaked at $241K in Q2 2013. 90 funds tracked by Wall St. Rank hold VPU as of Q3 2013.

  • Sanibel Captiva Investment Advisers reported no remaining Vanguard Utilities ETF position as of Q3 2013 after selling out during the quarter.
  • Sanibel Captiva Investment Advisers sold 2,930 Vanguard Utilities ETF shares in Q3 2013, an estimated $241K.
  • Sanibel Captiva Investment Advisers first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 1 quarter.
  • Sanibel Captiva Investment Advisers's Vanguard Utilities ETF position peaked at $241K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.