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CCM Investment Advisers’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CCM Investment Advisers’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,555
Closed -$260K – 97
2017
Q1 		$260K Sell
6,555
-2,100
-24% -$81K 0.05% 86
2016
Q4 		$309K Sell
8,655
-1,300
-13% -$47.6K 0.07% 82
2016
Q3 		$374K Sell
9,955
-2,630
-21% -$97.9K 0.08% 82
2016
Q2 		$443K Sell
12,585
-8,510
-40% -$291K 0.04% 97
2016
Q1 		$729K Sell
21,095
-5,490
-21% -$172K 0.07% 69
2015
Q4 		$869K Sell
26,585
-1,110
-4% -$38.2K 0.08% 69
2015
Q3 		$916K Sell
27,695
-5,690
-17% -$207K 0.09% 65
2015
Q2 		$1.36M Buy
33,385
+1,100
+3% +$47.3K 0.13% 74
2015
Q1 		$1.32M Buy
32,285
+1,725
+6% +$70.1K 0.13% 75
2014
Q4 		$1.22M Sell
30,560
-435
-1% -$17.9K 0.11% 71
2014
Q3 		$1.29M Buy
30,995
+1,760
+6% +$78.2K 0.12% 70
2014
Q2 		$1.26M Sell
29,235
-2,200
-7% -$92.7K 0.12% 68
2014
Q1 		$1.27M Buy
31,435
+1,160
+4% +$45K 0.13% 73
2013
Q4 		$1.25M Sell
30,275
-4,055
-12% -$167K 0.12% 82
2013
Q3 		$1.38M Buy
34,330
+3,950
+13% +$156K 0.14% 84
2013
Q2 		$1.18M Buy
+30,380
New +$1.27M 0.12% 83

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CCM Investment Advisers's VWO Position: Q2 2017 in Review

CCM Investment Advisers sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2017, closing a stake of 6,555 shares — an estimated $260K sold.

CCM Investment Advisers first reported a position in VWO in Q2 2013 and held it in 16 quarters. The position peaked at $1.38M in Q3 2013. 1,081 funds tracked by Wall St. Rank hold VWO as of Q2 2017.

  • CCM Investment Advisers reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2017 after selling out during the quarter.
  • CCM Investment Advisers sold 6,555 Vanguard FTSE Emerging Markets ETF shares in Q2 2017, an estimated $260K.
  • CCM Investment Advisers first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 16 quarters.
  • CCM Investment Advisers's Vanguard FTSE Emerging Markets ETF position peaked at $1.38M in Q3 2013.
  • 1,081 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2017.

Based on CCM Investment Advisers's 13F filing for Q2 2017, filed 2 Aug 2017.