SJL
VFH icon

Shayne & Jacobs LLC’s Vanguard Financials ETF VFH Stock Holding History

Shayne & Jacobs LLC’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
Q3 		– Sell
-7,100
Closed -$406K – 33
2020
Q2 		$406K Buy
+7,100
New +$395K 0.34% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shayne & Jacobs LLC's VFH Position: Q3 2020 in Review

Shayne & Jacobs LLC sold out of Vanguard Financials ETF (VFH) in Q3 2020, closing a stake of 7,100 shares — an estimated $406K sold.

Shayne & Jacobs LLC first reported a position in VFH in Q2 2020 and held it in 1 quarter. The position peaked at $406K in Q2 2020. 373 funds tracked by Wall St. Rank hold VFH as of Q3 2020.

  • Shayne & Jacobs LLC reported no remaining Vanguard Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Shayne & Jacobs LLC sold 7,100 Vanguard Financials ETF shares in Q3 2020, an estimated $406K.
  • Shayne & Jacobs LLC first reported a position in Vanguard Financials ETF in Q2 2020 and held it in 1 quarter.
  • Shayne & Jacobs LLC's Vanguard Financials ETF position peaked at $406K in Q2 2020.
  • 373 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2020.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2020, filed 9 Nov 2020.