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Harbour Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Harbour Investment Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,025
Closed -$411K – 67
2018
Q3 		$411K Sell
10,025
-400
-4% -$16.8K 0.3% 57
2018
Q2 		$440K Hold
10,425
– – 0.34% 57
2018
Q1 		$490K Sell
10,425
-375
-3% -$18K 0.37% 60
2017
Q4 		$496K Hold
10,800
– – 0.35% 62
2017
Q3 		$471K Hold
10,800
– – 0.33% 62
2017
Q2 		$441K Sell
10,800
-50
-0.5% -$2.03K 0.32% 63
2017
Q1 		$431K Sell
10,850
-13,575
-56% -$524K 0.32% 64
2016
Q4 		$874K Sell
24,425
-7,700
-24% -$282K 0.66% 59
2016
Q3 		$1.21M Sell
32,125
-75
-0.2% -$2.79K 0.93% 51
2016
Q2 		$1.13M Buy
32,200
+3,675
+13% +$126K 0.87% 53
2016
Q1 		$986K Sell
28,525
-600
-2% -$18.8K 0.76% 56
2015
Q4 		$953K Buy
29,125
+775
+3% +$26.7K 0.74% 56
2015
Q3 		$938K Buy
28,350
+9,700
+52% +$352K 0.75% 55
2015
Q2 		$762K Buy
18,650
+300
+2% +$12.9K 0.57% 66
2015
Q1 		$750K Hold
18,350
– – 0.55% 68
2014
Q4 		$734K Buy
+18,350
New +$755K 0.46% 70

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Harbour Investment Management's VWO Position: Q4 2018 in Review

Harbour Investment Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 10,025 shares — an estimated $411K sold.

Harbour Investment Management first reported a position in VWO in Q4 2014 and held it in 16 quarters. The position peaked at $1.21M in Q3 2016. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • Harbour Investment Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Harbour Investment Management sold 10,025 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $411K.
  • Harbour Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 16 quarters.
  • Harbour Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.21M in Q3 2016.
  • 1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Harbour Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.