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Emerson Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Emerson Investment Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-599
Closed -$36K – 196
2014
Q3 		$36K Buy
+599
New +$37.1K 0.01% 173

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Emerson Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2014, closing a stake of 599 shares — an estimated $36K sold.

Emerson Investment Management first reported a position in VT in Q3 2014 and held it in 1 quarter. The position peaked at $36K in Q3 2014. 186 funds tracked by Wall St. Rank hold VT as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 599 Vanguard Total World Stock ETF shares in Q4 2014, an estimated $36K.
  • Emerson Investment Management first reported a position in Vanguard Total World Stock ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Total World Stock ETF position peaked at $36K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

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