SCA
VMBS icon

Strategic Capital Alternatives’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Strategic Capital Alternatives’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,970
Closed -$577K – 330
2014
Q3 		$577K Buy
+10,970
New +$576K 0.2% 98

Other funds holding VMBS

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

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

Strategic Capital Alternatives sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2014, closing a stake of 10,970 shares — an estimated $577K sold.

Strategic Capital Alternatives first reported a position in VMBS in Q3 2014 and held it in 1 quarter. The position peaked at $577K in Q3 2014. 78 funds tracked by Wall St. Rank hold VMBS as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 10,970 Vanguard Mortgage-Backed Securities ETF shares in Q4 2014, an estimated $577K.
  • Strategic Capital Alternatives first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's Vanguard Mortgage-Backed Securities ETF position peaked at $577K in Q3 2014.
  • 78 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2014.

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