SWS Partners’s Vanguard Financials ETF VFH Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-216	Closed	-$15K	–	303
2018 Q1	$15K	Hold	216	–	–	0.01%	234
2017 Q4	$15K	Buy	+216	New	+$14.6K	0.01%	244

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

SWS Partners's VFH Position: Q2 2018 in Review

SWS Partners sold out of Vanguard Financials ETF (VFH) in Q2 2018, closing a stake of 216 shares — an estimated $15K sold.

SWS Partners first reported a position in VFH in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 357 funds tracked by Wall St. Rank hold VFH as of Q2 2018.

SWS Partners reported no remaining Vanguard Financials ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 216 Vanguard Financials ETF shares in Q2 2018, an estimated $15K.
SWS Partners first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's Vanguard Financials ETF position peaked at $15K in Q1 2018.
357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.