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Cypress Wealth Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Cypress Wealth Services’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,887
Closed -$202K – 241
2018
Q3 		$202K Hold
3,887
– – 0.07% 214
2018
Q2 		$202K Buy
+3,887
New +$211K 0.08% 209

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Jones Financial Companies
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Wealth Services's VEU Position: Q4 2018 in Review

Cypress Wealth Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2018, closing a stake of 3,887 shares — an estimated $202K sold.

Cypress Wealth Services first reported a position in VEU in Q2 2018 and held it in 2 quarters. The position peaked at $202K in Q3 2018. 781 funds tracked by Wall St. Rank hold VEU as of Q4 2018.

  • Cypress Wealth Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 3,887 Vanguard FTSE All-World ex-US ETF shares in Q4 2018, an estimated $202K.
  • Cypress Wealth Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2018 and held it in 2 quarters.
  • Cypress Wealth Services's Vanguard FTSE All-World ex-US ETF position peaked at $202K in Q3 2018.
  • 781 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.