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Catamount Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Catamount Wealth 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
2015
Q3 		– Sell
-11
Closed -$1K – 202
2015
Q2 		$1K Hold
11
– – ﹤0.01% 193
2015
Q1 		$1K Buy
+11
New +$654 ﹤0.01% 162

Other funds holding VPL

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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Catamount Wealth Management's VPL Position: Q3 2015 in Review

Catamount Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2015, closing a stake of 11 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in VPL in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 156 funds tracked by Wall St. Rank hold VPL as of Q3 2015.

  • Catamount Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 11 Vanguard FTSE Pacific ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Vanguard FTSE Pacific ETF position peaked at $1K in Q2 2015.
  • 156 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.