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Sheaff Brock Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sheaff Brock 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
Q3 		– Sell
-1,486
Closed -$211K – 621
2017
Q2 		$211K Sell
1,486
-250
-14% -$35.3K 0.03% 495
2017
Q1 		$240K Hold
1,736
– – 0.03% 464
2016
Q4 		$223K Buy
+1,736
New +$221K 0.03% 486

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's VCR Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2017, closing a stake of 1,486 shares — an estimated $211K sold.

Sheaff Brock Investment Advisors first reported a position in VCR in Q4 2016 and held it in 3 quarters. The position peaked at $240K in Q1 2017. 191 funds tracked by Wall St. Rank hold VCR as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,486 Vanguard Consumer Discretionary ETF shares in Q3 2017, an estimated $211K.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $240K in Q1 2017.
  • 191 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.