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KCM Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

KCM Investment 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
2018
Q3 		– Sell
-4,130
Closed -$289K – 524
2018
Q2 		$289K Sell
4,130
-118
-3% -$8.58K 0.02% 438
2018
Q1 		$310K Sell
4,248
-435
-9% -$32.2K 0.02% 429
2017
Q4 		$341K Buy
+4,683
New +$334K 0.02% 415

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

KCM Investment Advisors's VPL Position: Q3 2018 in Review

KCM Investment Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2018, closing a stake of 4,130 shares — an estimated $289K sold.

KCM Investment Advisors first reported a position in VPL in Q4 2017 and held it in 3 quarters. The position peaked at $341K in Q4 2017. 248 funds tracked by Wall St. Rank hold VPL as of Q3 2018.

  • KCM Investment Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 4,130 Vanguard FTSE Pacific ETF shares in Q3 2018, an estimated $289K.
  • KCM Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 3 quarters.
  • KCM Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $341K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2018.

Based on KCM Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.