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Sonora Investment Management’s Vanguard Materials ETF VAW Stock Holding History

Sonora Investment Management’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$5K – 1151
2015
Q3 		$5K Buy
+50
New +$4.93K ﹤0.01% 747

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Sonora Investment Management's VAW Position: Q4 2015 in Review

Sonora Investment Management sold out of Vanguard Materials ETF (VAW) in Q4 2015, closing a stake of 50 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in VAW in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 116 funds tracked by Wall St. Rank hold VAW as of Q4 2015.

  • Sonora Investment Management reported no remaining Vanguard Materials ETF position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 50 Vanguard Materials ETF shares in Q4 2015, an estimated $5K.
  • Sonora Investment Management first reported a position in Vanguard Materials ETF in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Vanguard Materials ETF position peaked at $5K in Q3 2015.
  • 116 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.