Clear Harbor Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-1,500	Closed	-$102K	–	719
2020 Q3	$102K	Buy	+1,500	New	+$100K	0.02%	311
2020 Q1	–	Sell	-400	Closed	-$27.8K	–	678
2019 Q4	$27.8K	Buy	+400	New	+$27.4K	﹤0.01%	472
2014 Q3	–	Sell	-400	Closed	-$25K	–	242
2014 Q2	$25K	Buy	+400	New	+$24.1K	0.01%	227

Other funds holding VPL

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clear Harbor Asset Management's VPL Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2020, closing a stake of 1,500 shares — an estimated $102K sold.

Clear Harbor Asset Management first reported a position in VPL in Q2 2014 and held it in 3 quarters. The position peaked at $102K in Q3 2020. 276 funds tracked by Wall St. Rank hold VPL as of Q4 2020.

Clear Harbor Asset Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 1,500 Vanguard FTSE Pacific ETF shares in Q4 2020, an estimated $102K.
Clear Harbor Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2014 and held it in 3 quarters.
Clear Harbor Asset Management's Vanguard FTSE Pacific ETF position peaked at $102K in Q3 2020.
276 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.