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Bank of the West’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bank of the West’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,628
Closed -$413K – 300
2018
Q2 		$413K Sell
9,628
-2,739
-22% -$122K 0.05% 237
2018
Q1 		$547K Buy
+12,367
New +$561K 0.07% 214
2017
Q4 		– Sell
-5,352
Closed -$233K – 304
2017
Q3 		$233K Buy
+5,352
New +$227K 0.03% 270

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Bank of the West's VEA Position: Q3 2018 in Review

Bank of the West sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2018, closing a stake of 9,628 shares — an estimated $413K sold.

Bank of the West first reported a position in VEA in Q3 2017 and held it in 3 quarters. The position peaked at $547K in Q1 2018. 1,058 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

  • Bank of the West reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Bank of the West sold 9,628 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $413K.
  • Bank of the West first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and held it in 3 quarters.
  • Bank of the West's Vanguard FTSE Developed Markets ETF position peaked at $547K in Q1 2018.
  • 1,058 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Bank of the West's 13F filing for Q3 2018, filed 2 Nov 2018.