EIM
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Emerson Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Emerson Investment Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-450
Closed -$37K – 198
2014
Q3 		$37K Buy
+450
New +$36.8K 0.01% 172

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MAA
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Emerson Investment Management sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2014, closing a stake of 450 shares — an estimated $37K sold.

Emerson Investment Management first reported a position in VTV in Q3 2014 and held it in 1 quarter. The position peaked at $37K in Q3 2014. 343 funds tracked by Wall St. Rank hold VTV as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Morningstar Value ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 450 Vanguard Morningstar Value ETF shares in Q4 2014, an estimated $37K.
  • Emerson Investment Management first reported a position in Vanguard Morningstar Value ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Morningstar Value ETF position peaked at $37K in Q3 2014.
  • 343 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2014.

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