Cumberland Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cumberland Advisors’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
2018 Q3	–	Sell	-116,805	Closed	-$4.93M	–	48
2018 Q2	$4.93M	Buy	116,805 +6,955	+6%	+$314K	3.08%	15
2018 Q1	$5.16M	Sell	109,850 -7,720	-7%	-$370K	3.16%	14
2017 Q4	$5.4M	Buy	117,570 +2,460	+2%	+$110K	2.98%	17
2017 Q3	$5.01M	Sell	115,110 -11,510	-9%	-$498K	3.07%	17
2017 Q2	$5.17M	Buy	126,620 +26,390	+26%	+$1.07M	3.04%	13
2017 Q1	$3.98M	Sell	100,230 -2,880	-3%	-$111K	2.49%	19
2016 Q4	$3.69M	Sell	103,110 -7,190	-7%	-$263K	2.63%	14
2016 Q3	$4.15M	Buy	+110,300	New	+$4.11M	2.31%	18
2015 Q1	–	Sell	-83,680	Closed	-$3.35M	–	71
2014 Q4	$3.35M	Buy	83,680 +81,570	+3,866%	+$3.36M	1.95%	18
2014 Q3	$88K	Buy	+2,110	New	+$93.7K	0.06%	39
2013 Q3	–	Sell	-9,595	Closed	-$372K	–	55
2013 Q2	$372K	Buy	+9,595	New	+$402K	0.2%	40

Other funds holding VWO

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Cumberland Advisors's VWO Position: Q3 2018 in Review

Cumberland Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 116,805 shares — an estimated $4.93M sold.

Cumberland Advisors first reported a position in VWO in Q2 2013 and held it in 11 quarters. The position peaked at $5.4M in Q4 2017. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

Cumberland Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
Cumberland Advisors sold 116,805 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $4.93M.
Cumberland Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 11 quarters.
Cumberland Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.4M in Q4 2017.
1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Cumberland Advisors's 13F filing for Q3 2018, filed 4 Oct 2018.