Crow Point Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Crow Point Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,180	Closed	-$286K	–	236
2018 Q1	$286K	Hold	1,180	–	–	0.05%	84
2017 Q4	$290K	Hold	1,180	–	–	0.05%	121
2017 Q3	$271K	Buy	+1,180	New	+$267K	0.04%	138

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crow Point Partners's VOO Position: Q2 2018 in Review

Crow Point Partners sold out of Vanguard S&P 500 ETF (VOO) in Q2 2018, closing a stake of 1,180 shares — an estimated $286K sold.

Crow Point Partners first reported a position in VOO in Q3 2017 and held it in 3 quarters. The position peaked at $290K in Q4 2017. 904 funds tracked by Wall St. Rank hold VOO as of Q2 2018.

Crow Point Partners reported no remaining Vanguard S&P 500 ETF position as of Q2 2018 after selling out during the quarter.
Crow Point Partners sold 1,180 Vanguard S&P 500 ETF shares in Q2 2018, an estimated $286K.
Crow Point Partners first reported a position in Vanguard S&P 500 ETF in Q3 2017 and held it in 3 quarters.
Crow Point Partners's Vanguard S&P 500 ETF position peaked at $290K in Q4 2017.
904 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.