Fiduciary Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Fiduciary Wealth Partners’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-48,454	Closed	-$2.42M	–	9
2017 Q2	$2.42M	Hold	48,454	–	–	2.97%	5
2017 Q1	$2.32M	Hold	48,454	–	–	2.35%	6
2016 Q4	$2.19M	Hold	48,454	–	–	2.21%	6
2016 Q3	$2.2M	Hold	48,454	–	–	2.2%	6
2016 Q2	$2.08M	Buy	48,454 +1,121	+2%	+$48.6K	2.21%	6
2016 Q1	$2.04M	Hold	47,333	–	–	2.15%	6
2015 Q4	$2.06M	Buy	+47,333	New	+$2.12M	1.8%	6

Other funds holding VEU

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Fiduciary Wealth Partners's VEU Position: Q3 2017 in Review

Fiduciary Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2017, closing a stake of 48,454 shares — an estimated $2.42M sold.

Fiduciary Wealth Partners first reported a position in VEU in Q4 2015 and held it in 7 quarters. The position peaked at $2.42M in Q2 2017. 659 funds tracked by Wall St. Rank hold VEU as of Q3 2017.

Fiduciary Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2017 after selling out during the quarter.
Fiduciary Wealth Partners sold 48,454 Vanguard FTSE All-World ex-US ETF shares in Q3 2017, an estimated $2.42M.
Fiduciary Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2015 and held it in 7 quarters.
Fiduciary Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $2.42M in Q2 2017.
659 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2017.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2017, filed 13 Nov 2017.