Forvis Mazars Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VPL Stock Details VPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-7,980	Closed	-$452K	–	205
2015 Q4	$452K	Hold	7,980	–	–	0.07%	118
2015 Q3	$428K	Hold	7,980	–	–	0.08%	114
2015 Q2	$487K	Hold	7,980	–	–	0.07%	111
2015 Q1	$489K	Hold	7,980	–	–	0.07%	110
2014 Q4	$454K	Buy	+7,980	New	+$465K	0.07%	103

Other funds holding VPL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FMI

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's VPL Position: Q1 2016 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2016, closing a stake of 7,980 shares — an estimated $452K sold.

Forvis Mazars Wealth Advisors first reported a position in VPL in Q4 2014 and held it in 5 quarters. The position peaked at $489K in Q1 2015. 170 funds tracked by Wall St. Rank hold VPL as of Q1 2016.

Forvis Mazars Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2016 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 7,980 Vanguard FTSE Pacific ETF shares in Q1 2016, an estimated $452K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2014 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $489K in Q1 2015.
170 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2016, filed 12 Apr 2016.