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Clifford Swan Investment Counsel’s Vanguard FTSE Europe ETF VGK Stock Holding History

Clifford Swan Investment Counsel’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,202
Closed -$232K – 325
2017
Q2 		$232K Hold
4,202
– – 0.01% 288
2017
Q1 		$217K Hold
4,202
– – 0.01% 280
2016
Q4 		$201K Buy
+4,202
New +$198K 0.01% 268

Other funds holding VGK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clifford Swan Investment Counsel's VGK Position: Q3 2017 in Review

Clifford Swan Investment Counsel sold out of Vanguard FTSE Europe ETF (VGK) in Q3 2017, closing a stake of 4,202 shares — an estimated $232K sold.

Clifford Swan Investment Counsel first reported a position in VGK in Q4 2016 and held it in 3 quarters. The position peaked at $232K in Q2 2017. 514 funds tracked by Wall St. Rank hold VGK as of Q3 2017.

  • Clifford Swan Investment Counsel reported no remaining Vanguard FTSE Europe ETF position as of Q3 2017 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 4,202 Vanguard FTSE Europe ETF shares in Q3 2017, an estimated $232K.
  • Clifford Swan Investment Counsel first reported a position in Vanguard FTSE Europe ETF in Q4 2016 and held it in 3 quarters.
  • Clifford Swan Investment Counsel's Vanguard FTSE Europe ETF position peaked at $232K in Q2 2017.
  • 514 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2017, filed 13 Nov 2017.