ST
VCR icon

Stifel Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Stifel Trust’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$44K Buy
+400
New +$44K 0.01% 281

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stifel Trust's VCR Position: Q3 2014 in Review

Stifel Trust opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q3 2014: 400 shares worth $44K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

89 funds tracked by Wall St. Rank hold VCR as of Q3 2014.

  • Stifel Trust held 400 shares of Vanguard Consumer Discretionary ETF worth $44K as of Q3 2014.
  • Vanguard Consumer Discretionary ETF was a new Stifel Trust position in Q3 2014.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #281 holding.
  • 89 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.