EIM
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Emerson Investment Management’s Vanguard 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

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Morgan Stanley
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UBS Group
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TAIM
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PNC Financial Services Group
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AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Emerson Investment Management sold out of Vanguard 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 Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 522 Vanguard Growth ETF shares in Q4 2014, an estimated $9K.
  • Emerson Investment Management first reported a position in Vanguard Growth ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Growth ETF position peaked at $9K in Q3 2014.
  • 359 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2014.

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