CT Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

CT Financial 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
2017 Q1	$8.29K	Hold	131	–	–	0.01%	468
2016 Q4	$7.61K	Sell	131 -90	-41%	-$5.35K	﹤0.01%	472
2016 Q3	$13.4K	Sell	221 -30	-12%	-$1.77K	0.01%	394
2016 Q2	$14K	Hold	251	–	–	0.01%	390
2016 Q1	$13.9K	Hold	251	–	–	0.01%	410
2015 Q4	$14.2K	Hold	251	–	–	0.01%	416
2015 Q3	$13.5K	Hold	251	–	–	0.01%	421
2015 Q2	$15.3K	Hold	251	–	–	0.01%	421
2015 Q1	$15.4K	Hold	251	–	–	0.01%	420
2014 Q4	$14.3K	Buy	+251	New	+$14.6K	0.01%	347
2014 Q1	$15.4K	Buy	+251	New	+$14.8K	0.01%	420

Other funds holding VPL

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

TAS

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

KIM

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

CT Financial Advisors's VPL Position: Q1 2017 in Review

CT Financial Advisors held its Vanguard FTSE Pacific ETF (VPL) position steady in Q1 2017 at 131 shares worth $8.29K. The position accounts for 0.01% of the portfolio, ranked #468.

CT Financial Advisors first reported a position in VPL in Q1 2014 and has held it in 11 quarters since. The position peaked at $15.4K in Q1 2015. 191 funds tracked by Wall St. Rank hold VPL as of Q1 2017.

CT Financial Advisors held 131 shares of Vanguard FTSE Pacific ETF worth $8.29K as of Q1 2017.
CT Financial Advisors left its Vanguard FTSE Pacific ETF share count unchanged in Q1 2017.
Vanguard FTSE Pacific ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #468 holding.
CT Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $15.4K in Q1 2015.
191 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.