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CCM Investment Advisers’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CCM Investment Advisers’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
2019
Q1 		– Sell
-6,000
Closed -$222K – 87
2018
Q4 		$222K Sell
6,000
-9,425
-61% -$373K 0.04% 81
2018
Q3 		$667K Hold
15,425
– – 0.12% 67
2018
Q2 		$661K Buy
+15,425
New +$688K 0.13% 65

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

CCM Investment Advisers's VEA Position: Q1 2019 in Review

CCM Investment Advisers sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2019, closing a stake of 6,000 shares — an estimated $222K sold.

CCM Investment Advisers first reported a position in VEA in Q2 2018 and held it in 3 quarters. The position peaked at $667K in Q3 2018. 1,186 funds tracked by Wall St. Rank hold VEA as of Q1 2019.

  • CCM Investment Advisers reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2019 after selling out during the quarter.
  • CCM Investment Advisers sold 6,000 Vanguard FTSE Developed Markets ETF shares in Q1 2019, an estimated $222K.
  • CCM Investment Advisers first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 3 quarters.
  • CCM Investment Advisers's Vanguard FTSE Developed Markets ETF position peaked at $667K in Q3 2018.
  • 1,186 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2019.

Based on CCM Investment Advisers's 13F filing for Q1 2019, filed 2 May 2019.