SIA
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SeaBridge Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

SeaBridge Investment Advisors’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-214
Closed -$28K – 277
2016
Q4 		$28K Hold
214
– – 0.01% 186
2016
Q3 		$27K Hold
214
– – 0.01% 188
2016
Q2 		$26K Hold
214
– – 0.01% 194
2016
Q1 		$27K Hold
214
– – 0.01% 192
2015
Q4 		$26K Hold
214
– – 0.01% 189
2015
Q3 		$25K Hold
214
– – 0.01% 189
2015
Q2 		$27K Buy
+214
New +$26.5K 0.01% 181
2014
Q3 		– Sell
-540
Closed -$59K – 240
2014
Q2 		$59K Hold
540
– – 0.01% 163
2014
Q1 		$57K Hold
540
– – 0.01% 158
2013
Q4 		$58K Sell
540
-3,415
-86% -$353K 0.01% 169
2013
Q3 		$391K Sell
3,955
-370
-9% -$35.5K 0.09% 123
2013
Q2 		$394K Buy
+4,325
New +$384K 0.1% 121

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return