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Capital Analysts LLC’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Capital Analysts LLC’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
2014
Q1 		– Sell
-118
Closed -$7.23K – 366
2013
Q4 		$7.23K Buy
+118
New +$7.22K ﹤0.01% 301

Other funds holding VPL

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Capital Analysts LLC's VPL Position: Q1 2014 in Review

Capital Analysts LLC sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2014, closing a stake of 118 shares — an estimated $7.23K sold.

Capital Analysts LLC first reported a position in VPL in Q4 2013 and held it in 1 quarter. The position peaked at $7.23K in Q4 2013. 136 funds tracked by Wall St. Rank hold VPL as of Q1 2014.

  • Capital Analysts LLC reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2014 after selling out during the quarter.
  • Capital Analysts LLC sold 118 Vanguard FTSE Pacific ETF shares in Q1 2014, an estimated $7.23K.
  • Capital Analysts LLC first reported a position in Vanguard FTSE Pacific ETF in Q4 2013 and held it in 1 quarter.
  • Capital Analysts LLC's Vanguard FTSE Pacific ETF position peaked at $7.23K in Q4 2013.
  • 136 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2014.

Based on Capital Analysts LLC's 13F filing for Q1 2014, filed 12 Nov 2014.