BFIM
VPL icon

Beese Fulmer Investment Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Beese Fulmer Investment Management’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-973
Closed -$62K – 535
2020
Q2 		$62K Buy
+973
New +$58.7K 0.01% 301

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Beese Fulmer Investment Management's VPL Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2020, closing a stake of 973 shares — an estimated $62K sold.

Beese Fulmer Investment Management first reported a position in VPL in Q2 2020 and held it in 1 quarter. The position peaked at $62K in Q2 2020. 231 funds tracked by Wall St. Rank hold VPL as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 973 Vanguard FTSE Pacific ETF shares in Q3 2020, an estimated $62K.
  • Beese Fulmer Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard FTSE Pacific ETF position peaked at $62K in Q2 2020.
  • 231 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.