WESPAC Advisors’s Vanguard Utilities ETF VPU Stock Holding History

WESPAC Advisors’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
2013 Q3	–	Sell	-9,359	Closed	-$769K	–	128
2013 Q2	$769K	Buy	+9,359	New	+$796K	1.17%	35

Other funds holding VPU

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WESPAC Advisors's VPU Position: Q3 2013 in Review

WESPAC Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2013, closing a stake of 9,359 shares — an estimated $769K sold.

WESPAC Advisors first reported a position in VPU in Q2 2013 and held it in 1 quarter. The position peaked at $769K in Q2 2013. 90 funds tracked by Wall St. Rank hold VPU as of Q3 2013.

WESPAC Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2013 after selling out during the quarter.
WESPAC Advisors sold 9,359 Vanguard Utilities ETF shares in Q3 2013, an estimated $769K.
WESPAC Advisors first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 1 quarter.
WESPAC Advisors's Vanguard Utilities ETF position peaked at $769K in Q2 2013.
90 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2013.

Based on WESPAC Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.