SCA
VFH icon

Strategic Capital Alternatives’s Vanguard Financials ETF VFH Stock Holding History

Strategic Capital Alternatives’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,441
Closed -$121K – 477
2015
Q2 		$121K Buy
+2,441
New +$122K 0.03% 228
2014
Q4 		– Sell
-2,441
Closed -$113K – 326
2014
Q3 		$113K Buy
+2,441
New +$114K 0.04% 161

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Capital Alternatives's VFH Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Vanguard Financials ETF (VFH) in Q3 2015, closing a stake of 2,441 shares — an estimated $121K sold.

Strategic Capital Alternatives first reported a position in VFH in Q3 2014 and held it in 2 quarters. The position peaked at $121K in Q2 2015. 132 funds tracked by Wall St. Rank hold VFH as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Vanguard Financials ETF position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 2,441 Vanguard Financials ETF shares in Q3 2015, an estimated $121K.
  • Strategic Capital Alternatives first reported a position in Vanguard Financials ETF in Q3 2014 and held it in 2 quarters.
  • Strategic Capital Alternatives's Vanguard Financials ETF position peaked at $121K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.