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Stifel Trust’s Vanguard Industrials ETF VIS Stock Holding History

Stifel Trust’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$26K Buy
+250
New +$25.8K 0.01% 328

Other funds holding VIS

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Stifel Trust's VIS Position: Q3 2014 in Review

Stifel Trust opened a new position in Vanguard Industrials ETF (VIS) in Q3 2014: 250 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

105 funds tracked by Wall St. Rank hold VIS as of Q3 2014.

  • Stifel Trust held 250 shares of Vanguard Industrials ETF worth $26K as of Q3 2014.
  • Vanguard Industrials ETF was a new Stifel Trust position in Q3 2014.
  • Vanguard Industrials ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #328 holding.
  • 105 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2014.

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