JIR
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James Investment Research’s Vanguard FTSE Pacific ETF VPL Stock Holding History

James Investment Research’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
2013
Q4 		– Sell
-962
Closed -$58K – 552
2013
Q3 		$58K Buy
+962
New +$56.2K ﹤0.01% 360

Other funds holding VPL

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

James Investment Research's VPL Position: Q4 2013 in Review

James Investment Research sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2013, closing a stake of 962 shares — an estimated $58K sold.

James Investment Research first reported a position in VPL in Q3 2013 and held it in 1 quarter. The position peaked at $58K in Q3 2013. 128 funds tracked by Wall St. Rank hold VPL as of Q4 2013.

  • James Investment Research reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2013 after selling out during the quarter.
  • James Investment Research sold 962 Vanguard FTSE Pacific ETF shares in Q4 2013, an estimated $58K.
  • James Investment Research first reported a position in Vanguard FTSE Pacific ETF in Q3 2013 and held it in 1 quarter.
  • James Investment Research's Vanguard FTSE Pacific ETF position peaked at $58K in Q3 2013.
  • 128 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2013.

Based on James Investment Research's 13F filing for Q4 2013, filed 23 Jan 2014.