Stokes & Hubbell Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Stokes & Hubbell Capital Management’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$4.58M	Sell	57,402 -40,079	-41%	-$3.16M	0.96%	27
2018 Q4	$7.6M	Buy	97,481 +25,107	+35%	+$1.95M	1.72%	14
2018 Q3	$5.72M	Sell	72,374 -465	-0.6%	-$36.3K	1.19%	23
2018 Q2	$5.69M	Sell	72,839 -4,046	-5%	-$316K	1.29%	17
2018 Q1	$6.02M	Buy	76,885 +6,868	+10%	+$541K	1.4%	14
2017 Q4	$5.55M	Buy	70,017 +12,231	+21%	+$975K	1.34%	17
2017 Q3	$4.57M	Buy	57,786 +5,057	+10%	+$405K	1.18%	19
2017 Q2	$4.22M	Buy	52,729 +9,372	+22%	+$749K	1.3%	20
2017 Q1	$3.46M	Buy	43,357 +15,932	+58%	+$1.27M	1.17%	21
2016 Q4	$2.18M	Buy	27,425 +2,103	+8%	+$168K	0.85%	34
2016 Q3	$2.04M	Buy	25,322 +427	+2%	+$34.4K	0.84%	31
2016 Q2	$2.01M	Sell	24,895 -3,243	-12%	-$260K	0.87%	30
2016 Q1	$2.25M	Sell	28,138 -134	-0.5%	-$10.6K	1.04%	23
2015 Q4	$2.23M	Buy	28,272 +229	+0.8%	+$18.2K	1.21%	21
2015 Q3	$2.23M	Buy	+28,043	New	+$2.23M	1.36%	18

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Stokes & Hubbell Capital Management's VCSH Position: Q1 2019 in Review

Stokes & Hubbell Capital Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 41% in Q1 2019, selling an estimated $3.16M and leaving 57,402 shares worth $4.58M. The position accounts for 0.96% of the portfolio, ranked #27.

Stokes & Hubbell Capital Management first reported a position in VCSH in Q3 2015 and has held it in 15 quarters since. The position peaked at $7.6M in Q4 2018. 714 funds tracked by Wall St. Rank hold VCSH as of Q1 2019.

Stokes & Hubbell Capital Management held 57,402 shares of Vanguard Short-Term Corporate Bond ETF worth $4.58M as of Q1 2019.
Stokes & Hubbell Capital Management sold 40,079 Vanguard Short-Term Corporate Bond ETF shares in Q1 2019, an estimated $3.16M.
Vanguard Short-Term Corporate Bond ETF made up 0.96% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #27 holding.
Stokes & Hubbell Capital Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2015 and has held it in 15 quarters since.
Stokes & Hubbell Capital Management's Vanguard Short-Term Corporate Bond ETF position peaked at $7.6M in Q4 2018.
714 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.