EAMA
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EFG Asset Management (Americas)’s Vanguard Mid-Cap ETF VO Stock Holding History

EFG Asset Management (Americas)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,400
Closed -$198K – 216
2014
Q4 		$198K Buy
+6,400
New +$193K 0.12% 91

Other funds holding VO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EFG Asset Management (Americas)'s VO Position: Q1 2015 in Review

EFG Asset Management (Americas) sold out of Vanguard Mid-Cap ETF (VO) in Q1 2015, closing a stake of 6,400 shares — an estimated $198K sold.

EFG Asset Management (Americas) first reported a position in VO in Q4 2014 and held it in 1 quarter. The position peaked at $198K in Q4 2014. 388 funds tracked by Wall St. Rank hold VO as of Q1 2015.

  • EFG Asset Management (Americas) reported no remaining Vanguard Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 6,400 Vanguard Mid-Cap ETF shares in Q1 2015, an estimated $198K.
  • EFG Asset Management (Americas) first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s Vanguard Mid-Cap ETF position peaked at $198K in Q4 2014.
  • 388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2015, filed 14 May 2015.