VCM
HECO

Vigilant Capital Management’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Vigilant Capital Management’s Portfolio HECO Stock Details HECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-600
Closed -$25K – 420
2017
Q3 		$25K Buy
+600
New +$24.7K ﹤0.01% 228

Other funds holding HECO

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Vigilant Capital Management's HECO Position: Q4 2017 in Review

Vigilant Capital Management sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q4 2017, closing a stake of 600 shares — an estimated $25K sold.

Vigilant Capital Management first reported a position in HECO in Q3 2017 and held it in 1 quarter. The position peaked at $25K in Q3 2017. 11 funds tracked by Wall St. Rank hold HECO as of Q4 2017.

  • Vigilant Capital Management reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q4 2017 after selling out during the quarter.
  • Vigilant Capital Management sold 600 Strategy Shares EcoLogical Strategy ETF shares in Q4 2017, an estimated $25K.
  • Vigilant Capital Management first reported a position in Strategy Shares EcoLogical Strategy ETF in Q3 2017 and held it in 1 quarter.
  • Vigilant Capital Management's Strategy Shares EcoLogical Strategy ETF position peaked at $25K in Q3 2017.
  • 11 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q4 2017.

Based on Vigilant Capital Management's 13F filing for Q4 2017, filed 31 Jan 2018.