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SevenBridge Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

SevenBridge Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-19
Closed -$3K – 642
2017
Q4 		$3K Buy
+19
New +$2.75K ﹤0.01% 564

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SevenBridge Financial Group's VB Position: Q1 2018 in Review

SevenBridge Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2018, closing a stake of 19 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in VB in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 808 funds tracked by Wall St. Rank hold VB as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 19 Vanguard Small-Cap ETF shares in Q1 2018, an estimated $3K.
  • SevenBridge Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Vanguard Small-Cap ETF position peaked at $3K in Q4 2017.
  • 808 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.