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Cetera Investment Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Cetera Investment 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
2017
Q2 		– Sell
-23,870
Closed -$1.51M – 94
2017
Q1 		$1.51M Buy
+23,870
New +$1.48M 1.73% 14
2016
Q2 		– Sell
-5,118
Closed -$283K – 126
2016
Q1 		$283K Sell
5,118
-10
-0.2% -$530 0.15% 106
2015
Q4 		$290K Buy
+5,128
New +$294K 0.12% 134

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Cetera Investment Management's VPL Position: Q2 2017 in Review

Cetera Investment Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2017, closing a stake of 23,870 shares — an estimated $1.51M sold.

Cetera Investment Management first reported a position in VPL in Q4 2015 and held it in 3 quarters. The position peaked at $1.51M in Q1 2017. 203 funds tracked by Wall St. Rank hold VPL as of Q2 2017.

  • Cetera Investment Management reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2017 after selling out during the quarter.
  • Cetera Investment Management sold 23,870 Vanguard FTSE Pacific ETF shares in Q2 2017, an estimated $1.51M.
  • Cetera Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2015 and held it in 3 quarters.
  • Cetera Investment Management's Vanguard FTSE Pacific ETF position peaked at $1.51M in Q1 2017.
  • 203 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2017.

Based on Cetera Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.