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Emerson Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-6,000
Closed -$176K – 194
2014
Q3 		$176K Sell
6,000
-980
-14% -$29.1K 0.03% 151
2014
Q2 		$207K Buy
+6,980
New +$199K 0.04% 149

Other funds holding VO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Emerson Investment Management's VO Position: Q4 2014 in Review

Emerson Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2014, closing a stake of 6,000 shares — an estimated $176K sold.

Emerson Investment Management first reported a position in VO in Q2 2014 and held it in 2 quarters. The position peaked at $207K in Q2 2014. 363 funds tracked by Wall St. Rank hold VO as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 6,000 Vanguard Mid-Cap ETF shares in Q4 2014, an estimated $176K.
  • Emerson Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2014 and held it in 2 quarters.
  • Emerson Investment Management's Vanguard Mid-Cap ETF position peaked at $207K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.