Strid Group’s Vanguard Energy ETF VDE Stock Holding History

Strid Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-3,008	Closed	-$250K	–	47
2015 Q4	$250K	Buy	+3,008	New	+$274K	0.11%	36

Other funds holding VDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Strid Group's VDE Position: Q1 2016 in Review

Strid Group sold out of Vanguard Energy ETF (VDE) in Q1 2016, closing a stake of 3,008 shares — an estimated $250K sold.

Strid Group first reported a position in VDE in Q4 2015 and held it in 1 quarter. The position peaked at $250K in Q4 2015. 233 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

Strid Group reported no remaining Vanguard Energy ETF position as of Q1 2016 after selling out during the quarter.
Strid Group sold 3,008 Vanguard Energy ETF shares in Q1 2016, an estimated $250K.
Strid Group first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 1 quarter.
Strid Group's Vanguard Energy ETF position peaked at $250K in Q4 2015.
233 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Strid Group's 13F filing for Q1 2016, filed 10 May 2016.