VIA
VIS icon

Vantage Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Vantage Investment Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-272
Closed -$28K – 764
2014
Q2 		$28K Buy
+272
New +$27.8K 0.02% 316

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Vantage Investment Advisors's VIS Position: Q3 2014 in Review

Vantage Investment Advisors sold out of Vanguard Industrials ETF (VIS) in Q3 2014, closing a stake of 272 shares — an estimated $28K sold.

Vantage Investment Advisors first reported a position in VIS in Q2 2014 and held it in 1 quarter. The position peaked at $28K in Q2 2014. 105 funds tracked by Wall St. Rank hold VIS as of Q3 2014.

  • Vantage Investment Advisors reported no remaining Vanguard Industrials ETF position as of Q3 2014 after selling out during the quarter.
  • Vantage Investment Advisors sold 272 Vanguard Industrials ETF shares in Q3 2014, an estimated $28K.
  • Vantage Investment Advisors first reported a position in Vanguard Industrials ETF in Q2 2014 and held it in 1 quarter.
  • Vantage Investment Advisors's Vanguard Industrials ETF position peaked at $28K in Q2 2014.
  • 105 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2014.

Based on Vantage Investment Advisors's 13F filing for Q3 2014, filed 31 Oct 2014.