CWSR
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Chessman Wealth Strategies RIA’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q1 		– Sell
-52,337
Closed -$2.4M – 34
2017
Q4 		$2.4M Buy
+52,337
New +$2.34M 2.4% 13

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chessman Wealth Strategies RIA's VWO Position: Q1 2018 in Review

Chessman Wealth Strategies RIA sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2018, closing a stake of 52,337 shares — an estimated $2.4M sold.

Chessman Wealth Strategies RIA first reported a position in VWO in Q4 2017 and held it in 1 quarter. The position peaked at $2.4M in Q4 2017. 1,317 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

  • Chessman Wealth Strategies RIA reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 52,337 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $2.4M.
  • Chessman Wealth Strategies RIA first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Vanguard FTSE Emerging Markets ETF position peaked at $2.4M in Q4 2017.
  • 1,317 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2018, filed 9 May 2018.