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Cornerstone Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cornerstone Financial Partners’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$501K Sell
10,909
-19,221
-64% -$859K 0.16% 94
2017
Q3 		$1.31M Buy
30,130
+17,420
+137% +$754K 0.5% 48
2017
Q2 		$519K Buy
+12,710
New +$515K 0.2% 77
2016
Q4 		– Sell
-11,725
Closed -$441K – 176
2016
Q3 		$441K Buy
+11,725
New +$436K 0.15% 99

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Financial Partners's VWO Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 64% in Q4 2017, selling an estimated $859K and leaving 10,909 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #94.

Cornerstone Financial Partners first reported a position in VWO in Q3 2016 and has held it in 4 quarters since. The position peaked at $1.31M in Q3 2017. 1,292 funds tracked by Wall St. Rank hold VWO as of Q4 2017.

  • Cornerstone Financial Partners held 10,909 shares of Vanguard FTSE Emerging Markets ETF worth $501K as of Q4 2017.
  • Cornerstone Financial Partners sold 19,221 Vanguard FTSE Emerging Markets ETF shares in Q4 2017, an estimated $859K.
  • Vanguard FTSE Emerging Markets ETF made up 0.16% of Cornerstone Financial Partners's portfolio in Q4 2017, its #94 holding.
  • Cornerstone Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 4 quarters since.
  • Cornerstone Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $1.31M in Q3 2017.
  • 1,292 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.