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Weatherstone Capital Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Weatherstone Capital Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,095
Closed -$706K – 84
2014
Q2 		$706K Buy
+6,095
New +$694K 0.19% 44

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Weatherstone Capital Management's VDC Position: Q3 2014 in Review

Weatherstone Capital Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2014, closing a stake of 6,095 shares — an estimated $706K sold.

Weatherstone Capital Management first reported a position in VDC in Q2 2014 and held it in 1 quarter. The position peaked at $706K in Q2 2014. 124 funds tracked by Wall St. Rank hold VDC as of Q3 2014.

  • Weatherstone Capital Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2014 after selling out during the quarter.
  • Weatherstone Capital Management sold 6,095 Vanguard Consumer Staples ETF shares in Q3 2014, an estimated $706K.
  • Weatherstone Capital Management first reported a position in Vanguard Consumer Staples ETF in Q2 2014 and held it in 1 quarter.
  • Weatherstone Capital Management's Vanguard Consumer Staples ETF position peaked at $706K in Q2 2014.
  • 124 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2014.

Based on Weatherstone Capital Management's 13F filing for Q3 2014, filed 4 Nov 2014.