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Strategic Capital Alternatives’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strategic Capital Alternatives’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-374
Closed -$41K – 322
2014
Q3 		$41K Buy
+374
New +$42.8K 0.01% 251

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Strategic Capital Alternatives's VB Position: Q4 2014 in Review

Strategic Capital Alternatives sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2014, closing a stake of 374 shares — an estimated $41K sold.

Strategic Capital Alternatives first reported a position in VB in Q3 2014 and held it in 1 quarter. The position peaked at $41K in Q3 2014. 423 funds tracked by Wall St. Rank hold VB as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 374 Vanguard Morningstar Small-Cap ETF shares in Q4 2014, an estimated $41K.
  • Strategic Capital Alternatives first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's Vanguard Morningstar Small-Cap ETF position peaked at $41K in Q3 2014.
  • 423 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2014.

Based on Strategic Capital Alternatives's 13F filing for Q4 2014, filed 18 Feb 2015.