Chevy Chase Trust
VPL icon

Chevy Chase Trust’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Chevy Chase Trust’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
2014
Q4 		– Sell
-123
Closed -$7K – 722
2014
Q3 		$7K Hold
123
– – ﹤0.01% 705
2014
Q2 		$8K Buy
+123
New +$7.41K ﹤0.01% 699

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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return

Chevy Chase Trust's VPL Position: Q4 2014 in Review

Chevy Chase Trust sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2014, closing a stake of 123 shares — an estimated $7K sold.

Chevy Chase Trust first reported a position in VPL in Q2 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 142 funds tracked by Wall St. Rank hold VPL as of Q4 2014.

  • Chevy Chase Trust reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2014 after selling out during the quarter.
  • Chevy Chase Trust sold 123 Vanguard FTSE Pacific ETF shares in Q4 2014, an estimated $7K.
  • Chevy Chase Trust first reported a position in Vanguard FTSE Pacific ETF in Q2 2014 and held it in 2 quarters.
  • Chevy Chase Trust's Vanguard FTSE Pacific ETF position peaked at $8K in Q2 2014.
  • 142 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2014.

Based on Chevy Chase Trust's 13F filing for Q4 2014, filed 15 Jan 2015.