SGI
VPU

Summit Global Investments’s Vanguard Utilities ETF VPU Stock Holding History

Summit Global Investments’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22,114
Closed -$2.87M – 316
2019
Q1 		$2.87M Buy
+22,114
New +$2.74M 0.37% 79

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Global Investments's VPU Position: Q2 2019 in Review

Summit Global Investments sold out of Vanguard Utilities ETF (VPU) in Q2 2019, closing a stake of 22,114 shares — an estimated $2.87M sold.

Summit Global Investments first reported a position in VPU in Q1 2019 and held it in 1 quarter. The position peaked at $2.87M in Q1 2019. 286 funds tracked by Wall St. Rank hold VPU as of Q2 2019.

  • Summit Global Investments reported no remaining Vanguard Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Summit Global Investments sold 22,114 Vanguard Utilities ETF shares in Q2 2019, an estimated $2.87M.
  • Summit Global Investments first reported a position in Vanguard Utilities ETF in Q1 2019 and held it in 1 quarter.
  • Summit Global Investments's Vanguard Utilities ETF position peaked at $2.87M in Q1 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2019.

Based on Summit Global Investments's 13F filing for Q2 2019, filed 16 Aug 2019.