SIA
VQT

SeaBridge Investment Advisors’s iPath S&P VEQTOR ETN VQT Stock Holding History

SeaBridge Investment Advisors’s Portfolio VQT Stock Details VQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-71
Closed -$11K – 240
2015
Q1 		$11K Hold
71
– – ﹤0.01% 203
2014
Q4 		$11K Hold
71
– – ﹤0.01% 212
2014
Q3 		$11K Hold
71
– – ﹤0.01% 193
2014
Q2 		$11K Hold
71
– – ﹤0.01% 210
2014
Q1 		$10K Hold
71
– – ﹤0.01% 194
2013
Q4 		$10K Hold
71
– – ﹤0.01% 205
2013
Q3 		$10K Hold
71
– – ﹤0.01% 205
2013
Q2 		$10K Buy
+71
New +$9.83K ﹤0.01% 211

Other funds holding VQT

Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SeaBridge Investment Advisors's VQT Position: Q2 2015 in Review

SeaBridge Investment Advisors sold out of iPath S&P VEQTOR ETN (VQT) in Q2 2015, closing a stake of 71 shares — an estimated $11K sold.

SeaBridge Investment Advisors first reported a position in VQT in Q2 2013 and held it in 8 quarters. The position peaked at $11K in Q1 2015. 46 funds tracked by Wall St. Rank hold VQT as of Q2 2015.

  • SeaBridge Investment Advisors reported no remaining iPath S&P VEQTOR ETN position as of Q2 2015 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 71 iPath S&P VEQTOR ETN shares in Q2 2015, an estimated $11K.
  • SeaBridge Investment Advisors first reported a position in iPath S&P VEQTOR ETN in Q2 2013 and held it in 8 quarters.
  • SeaBridge Investment Advisors's iPath S&P VEQTOR ETN position peaked at $11K in Q1 2015.
  • 46 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q2 2015.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.