SIA
VPU

Stancorp Investment Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$25K Sell
254
-58
-19% -$5.82K 0.01% 347
2014
Q4 		$32K Buy
+312
New +$30.6K 0.01% 300

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stancorp Investment Advisers reduced its Vanguard Utilities ETF (VPU) stake by 19% in Q1 2015, selling an estimated $5.82K and leaving 254 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #347.

Stancorp Investment Advisers first reported a position in VPU in Q4 2014 and has held it in 2 quarters since. The position peaked at $32K in Q4 2014. 136 funds tracked by Wall St. Rank hold VPU as of Q1 2015.

  • Stancorp Investment Advisers held 254 shares of Vanguard Utilities ETF worth $25K as of Q1 2015.
  • Stancorp Investment Advisers sold 58 Vanguard Utilities ETF shares in Q1 2015, an estimated $5.82K.
  • Vanguard Utilities ETF made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #347 holding.
  • Stancorp Investment Advisers first reported a position in Vanguard Utilities ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Vanguard Utilities ETF position peaked at $32K in Q4 2014.
  • 136 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2015.

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