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Edmonds Duncan Registered Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Edmonds Duncan Registered Investment 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
2016
Q4 		– Sell
-51,759
Closed -$1.93M – 103
2016
Q3 		$1.93M Sell
51,759
-363
-0.7% -$13.5K 1.17% 28
2016
Q2 		$1.97M Buy
52,122
+5,532
+12% +$189K 1.18% 28
2016
Q1 		$1.61M Buy
46,590
+7
+0% +$220 1.07% 31
2015
Q4 		$1.52M Buy
+46,583
New +$1.6M 1.05% 32

Other funds holding VWO

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's VWO Position: Q4 2016 in Review

Edmonds Duncan Registered Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2016, closing a stake of 51,759 shares — an estimated $1.93M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in VWO in Q4 2015 and held it in 4 quarters. The position peaked at $1.97M in Q2 2016. 1,010 funds tracked by Wall St. Rank hold VWO as of Q4 2016.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2016 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 51,759 Vanguard FTSE Emerging Markets ETF shares in Q4 2016, an estimated $1.93M.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.97M in Q2 2016.
  • 1,010 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2016.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.