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BTR CAPITAL MANAGEMENT INC: VFIAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTR CAPITAL MANAGEMENT INC on VFIAX, newest first. How the timeline and the estimate are built.

BTR CAPITAL MANAGEMENT INC held 0 VFIAX shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -2,667 shares

    13F-HR 0000883790-21-000006 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-03-31
    13F 2,667 shares
    Change vs previous 13F +42 shares

    0.14% of the 13F portfolio, value $978,000.

    13F-HR 0000883790-21-000004 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-12-31
    13F 2,625 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $910,000.

    13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).