Taikang Asset Management (HK)’s Vanguard Financials ETF VFH Stock Holding History

Taikang Asset Management (HK)’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 Q4	–	Sell	-10,867	Closed	-$754K	–	77
2018 Q3	$754K	Hold	10,867	–	–	0.09%	66
2018 Q2	$733K	Hold	10,867	–	–	0.08%	63
2018 Q1	$755K	Hold	10,867	–	–	0.08%	64
2017 Q4	$761K	Buy	+10,867	New	+$736K	0.08%	26

Other funds holding VFH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Taikang Asset Management (HK)'s VFH Position: Q4 2018 in Review

Taikang Asset Management (HK) sold out of Vanguard Financials ETF (VFH) in Q4 2018, closing a stake of 10,867 shares — an estimated $754K sold.

Taikang Asset Management (HK) first reported a position in VFH in Q4 2017 and held it in 4 quarters. The position peaked at $761K in Q4 2017. 378 funds tracked by Wall St. Rank hold VFH as of Q4 2018.

Taikang Asset Management (HK) reported no remaining Vanguard Financials ETF position as of Q4 2018 after selling out during the quarter.
Taikang Asset Management (HK) sold 10,867 Vanguard Financials ETF shares in Q4 2018, an estimated $754K.
Taikang Asset Management (HK) first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 4 quarters.
Taikang Asset Management (HK)'s Vanguard Financials ETF position peaked at $761K in Q4 2017.
378 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2018.

Based on Taikang Asset Management (HK)'s 13F filing for Q4 2018, filed 11 Feb 2019.