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Cypress Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cypress Asset Management’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
-8,150
Closed -$344K – 177
2018
Q2 		$344K Sell
8,150
-600
-7% -$27.1K 0.1% 144
2018
Q1 		$411K Buy
+8,750
New +$420K 0.12% 128

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BA
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Betterment LLC
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Cypress Asset Management's VWO Position: Q3 2018 in Review

Cypress Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 8,150 shares — an estimated $344K sold.

Cypress Asset Management first reported a position in VWO in Q1 2018 and held it in 2 quarters. The position peaked at $411K in Q1 2018. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Cypress Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Cypress Asset Management sold 8,150 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $344K.
  • Cypress Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 2 quarters.
  • Cypress Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $411K in Q1 2018.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Cypress Asset Management's 13F filing for Q3 2018, filed 19 Oct 2018.