EIM
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Emerson Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Emerson Investment Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-550
Closed -$46K – 200
2014
Q3 		$46K Buy
+550
New +$47.4K 0.01% 168

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Emerson Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2014, closing a stake of 550 shares — an estimated $46K sold.

Emerson Investment Management first reported a position in VXF in Q3 2014 and held it in 1 quarter. The position peaked at $46K in Q3 2014. 173 funds tracked by Wall St. Rank hold VXF as of Q4 2014.

  • Emerson Investment Management reported no remaining Vanguard Extended Market ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 550 Vanguard Extended Market ETF shares in Q4 2014, an estimated $46K.
  • Emerson Investment Management first reported a position in Vanguard Extended Market ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's Vanguard Extended Market ETF position peaked at $46K in Q3 2014.
  • 173 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2014.

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