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Belmont Global Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Belmont Global Advisors’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
2015
Q3 		– Sell
-30,000
Closed -$1.19M – 81
2015
Q2 		$1.19M Buy
+30,000
New +$1.24M 1.32% 16

Other funds holding VEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Belmont Global Advisors's VEA Position: Q3 2015 in Review

Belmont Global Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2015, closing a stake of 30,000 shares — an estimated $1.19M sold.

Belmont Global Advisors first reported a position in VEA in Q2 2015 and held it in 1 quarter. The position peaked at $1.19M in Q2 2015. 584 funds tracked by Wall St. Rank hold VEA as of Q3 2015.

  • Belmont Global Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 30,000 Vanguard FTSE Developed Markets ETF shares in Q3 2015, an estimated $1.19M.
  • Belmont Global Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and held it in 1 quarter.
  • Belmont Global Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.19M in Q2 2015.
  • 584 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2015.

Based on Belmont Global Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.