Convergent Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Convergent Wealth Advisors’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	-31,000	Closed	-$1.84M	–	37
2014 Q3	$1.84M	Hold	31,000	–	–	0.25%	22
2014 Q2	$1.93M	Hold	31,000	–	–	0.28%	17
2014 Q1	$1.83M	Hold	31,000	–	–	0.29%	16
2013 Q4	$1.9M	Hold	31,000	–	–	0.31%	14
2013 Q3	$1.88M	Hold	31,000	–	–	0.37%	14
2013 Q2	$1.73M	Buy	+31,000	New	+$1.81M	0.32%	17

Other funds holding VPL

Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return

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

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

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return