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Sheaff Brock Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,605
Closed -$300K – 689
2015
Q4 		$300K Buy
+3,605
New +$329K 0.03% 409

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Sheaff Brock Investment Advisors's VDE Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2016, closing a stake of 3,605 shares — an estimated $300K sold.

Sheaff Brock Investment Advisors first reported a position in VDE in Q4 2015 and held it in 1 quarter. The position peaked at $300K in Q4 2015. 233 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Vanguard Energy ETF position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,605 Vanguard Energy ETF shares in Q1 2016, an estimated $300K.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Vanguard Energy ETF position peaked at $300K in Q4 2015.
  • 233 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.