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Weiss Multi-Strategy Advisers’s Vanguard Energy ETF VDE Stock Holding History

Weiss Multi-Strategy Advisers’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,000
Closed -$468K – 666
2017
Q3 		$468K Buy
+5,000
New +$444K 0.02% 432

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Weiss Multi-Strategy Advisers's VDE Position: Q4 2017 in Review

Weiss Multi-Strategy Advisers sold out of Vanguard Energy ETF (VDE) in Q4 2017, closing a stake of 5,000 shares — an estimated $468K sold.

Weiss Multi-Strategy Advisers first reported a position in VDE in Q3 2017 and held it in 1 quarter. The position peaked at $468K in Q3 2017. 317 funds tracked by Wall St. Rank hold VDE as of Q4 2017.

  • Weiss Multi-Strategy Advisers reported no remaining Vanguard Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 5,000 Vanguard Energy ETF shares in Q4 2017, an estimated $468K.
  • Weiss Multi-Strategy Advisers first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 1 quarter.
  • Weiss Multi-Strategy Advisers's Vanguard Energy ETF position peaked at $468K in Q3 2017.
  • 317 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2017.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2017, filed 14 Feb 2018.