WAS
VPU

WESPAC Advisors SoCal’s Vanguard Utilities ETF VPU Stock Holding History

WESPAC Advisors SoCal’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-320
Closed -$37K – 303
2017
Q4 		$37K Hold
320
– – 0.02% 125
2017
Q3 		$37K Buy
+320
New +$37.8K 0.02% 134

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WESPAC Advisors SoCal's VPU Position: Q1 2018 in Review

WESPAC Advisors SoCal sold out of Vanguard Utilities ETF (VPU) in Q1 2018, closing a stake of 320 shares — an estimated $37K sold.

WESPAC Advisors SoCal first reported a position in VPU in Q3 2017 and held it in 2 quarters. The position peaked at $37K in Q4 2017. 219 funds tracked by Wall St. Rank hold VPU as of Q1 2018.

  • WESPAC Advisors SoCal reported no remaining Vanguard Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 320 Vanguard Utilities ETF shares in Q1 2018, an estimated $37K.
  • WESPAC Advisors SoCal first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Vanguard Utilities ETF position peaked at $37K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2018, filed 16 Apr 2018.