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Stancorp Investment Advisers’s Vanguard Energy ETF VDE Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$63K Hold
579
– – 0.03% 265
2014
Q4 		$65K Buy
+579
New +$69K 0.03% 244

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stancorp Investment Advisers's VDE Position: Q1 2015 in Review

Stancorp Investment Advisers held its Vanguard Energy ETF (VDE) position steady in Q1 2015 at 579 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #265.

Stancorp Investment Advisers first reported a position in VDE in Q4 2014 and has held it in 2 quarters since. The position peaked at $65K in Q4 2014. 203 funds tracked by Wall St. Rank hold VDE as of Q1 2015.

  • Stancorp Investment Advisers held 579 shares of Vanguard Energy ETF worth $63K as of Q1 2015.
  • Stancorp Investment Advisers left its Vanguard Energy ETF share count unchanged in Q1 2015.
  • Vanguard Energy ETF made up 0.03% of Stancorp Investment Advisers's portfolio in Q1 2015, its #265 holding.
  • Stancorp Investment Advisers first reported a position in Vanguard Energy ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Vanguard Energy ETF position peaked at $65K in Q4 2014.
  • 203 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.