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Welch Capital Partners’s Vanguard Financials ETF VFH Stock Holding History

Welch Capital Partners’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
2019
Q3 		– Sell
-11,370
Closed -$785K – 30
2019
Q2 		$785K Sell
11,370
-57,270
-83% -$3.89M 0.27% 19
2019
Q1 		$4.43M Sell
68,640
-25,600
-27% -$1.66M 1.51% 15
2018
Q4 		$5.59M Buy
+94,240
New +$6.12M 2.14% 14

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Welch Capital Partners's VFH Position: Q3 2019 in Review

Welch Capital Partners sold out of Vanguard Financials ETF (VFH) in Q3 2019, closing a stake of 11,370 shares — an estimated $785K sold.

Welch Capital Partners first reported a position in VFH in Q4 2018 and held it in 3 quarters. The position peaked at $5.59M in Q4 2018. 357 funds tracked by Wall St. Rank hold VFH as of Q3 2019.

  • Welch Capital Partners reported no remaining Vanguard Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Welch Capital Partners sold 11,370 Vanguard Financials ETF shares in Q3 2019, an estimated $785K.
  • Welch Capital Partners first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 3 quarters.
  • Welch Capital Partners's Vanguard Financials ETF position peaked at $5.59M in Q4 2018.
  • 357 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2019.

Based on Welch Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.