Signature Wealth Management Group’s Vanguard Utilities ETF VPU Stock Holding History

Signature Wealth Management Group’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-448	Closed	-$54K	–	291
2018 Q3	$54K	Hold	448	–	–	0.04%	106
2018 Q2	$52K	Hold	448	–	–	0.04%	102
2018 Q1	$50K	Hold	448	–	–	0.04%	100
2017 Q4	$52K	Buy	+448	New	+$54.1K	0.04%	100

Other funds holding VPU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Signature Wealth Management Group's VPU Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard Utilities ETF (VPU) in Q4 2018, closing a stake of 448 shares — an estimated $54K sold.

Signature Wealth Management Group first reported a position in VPU in Q4 2017 and held it in 4 quarters. The position peaked at $54K in Q3 2018. 253 funds tracked by Wall St. Rank hold VPU as of Q4 2018.

Signature Wealth Management Group reported no remaining Vanguard Utilities ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 448 Vanguard Utilities ETF shares in Q4 2018, an estimated $54K.
Signature Wealth Management Group first reported a position in Vanguard Utilities ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Vanguard Utilities ETF position peaked at $54K in Q3 2018.
253 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.