Clear Perspective Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Clear Perspective Advisors’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-895	Closed	-$46K	–	417
2018 Q2	$46K	Hold	895	–	–	0.03%	259
2018 Q1	$49K	Hold	895	–	–	0.04%	244
2017 Q4	$49K	Hold	895	–	–	0.04%	236
2017 Q3	$47K	Hold	895	–	–	0.04%	240
2017 Q2	$45K	Buy	+895	New	+$44.3K	0.04%	231

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Clear Perspective Advisors's VEU Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2018, closing a stake of 895 shares — an estimated $46K sold.

Clear Perspective Advisors first reported a position in VEU in Q2 2017 and held it in 5 quarters. The position peaked at $49K in Q1 2018. 739 funds tracked by Wall St. Rank hold VEU as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 895 Vanguard FTSE All-World ex-US ETF shares in Q3 2018, an estimated $46K.
Clear Perspective Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $49K in Q1 2018.
739 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.