EIM
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Emerson Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Emerson Investment Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-522
Closed -$9K – 199
2014
Q3 		$9K Buy
+522
New +$8.69K ﹤0.01% 190

Other funds holding VUG

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MAA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Emerson Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2014, closing a stake of 522 shares — an estimated $9K sold.

Emerson Investment Management first reported a position in VUG in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 359 funds tracked by Wall St. Rank hold VUG as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 522 Vanguard Morningstar Growth ETF shares in Q4 2014, an estimated $9K.
  • Emerson Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Morningstar Growth ETF position peaked at $9K in Q3 2014.
  • 359 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2014.

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