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KCM Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

KCM Investment Advisors’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
2019
Q4 		– Sell
-5,055
Closed -$204K – 341
2019
Q3 		$204K Buy
+5,055
New +$209K 0.01% 320
2018
Q3 		– Sell
-8,079
Closed -$341K – 525
2018
Q2 		$341K Sell
8,079
-15,164
-65% -$685K 0.02% 421
2018
Q1 		$1.09M Buy
23,243
+174
+0.8% +$8.34K 0.07% 242
2017
Q4 		$1.06M Buy
23,069
+2,410
+12% +$108K 0.06% 254
2017
Q3 		$900K Buy
20,659
+3,668
+22% +$159K 0.06% 261
2017
Q2 		$694K Sell
16,991
-809
-5% -$32.8K 0.04% 305
2017
Q1 		$707K Sell
17,800
-439
-2% -$16.9K 0.05% 303
2016
Q4 		$653K Sell
18,239
-165
-0.9% -$6.04K 0.04% 315
2016
Q3 		$693K Sell
18,404
-269
-1% -$10K 0.05% 302
2016
Q2 		$658K Buy
18,673
+30
+0.2% +$1.02K 0.05% 301
2016
Q1 		$645K Sell
18,643
-11,494
-38% -$360K 0.05% 299
2015
Q4 		$986K Sell
30,137
-1,905
-6% -$65.6K 0.08% 233
2015
Q3 		$1.06M Sell
32,042
-3,723
-10% -$135K 0.09% 229
2015
Q2 		$1.46M Buy
35,765
+500
+1% +$21.5K 0.12% 208
2015
Q1 		$1.44M Sell
35,265
-6,375
-15% -$259K 0.12% 209
2014
Q4 		$1.67M Sell
41,640
-21,285
-34% -$876K 0.14% 185
2014
Q3 		$2.63M Buy
62,925
+1,183
+2% +$52.5K 0.24% 119
2014
Q2 		$2.66M Buy
61,742
+11,367
+23% +$479K 0.25% 118
2014
Q1 		$2.04M Sell
50,375
-360
-0.7% -$14K 0.21% 133
2013
Q4 		$2.09M Sell
50,735
-1,139
-2% -$47K 0.23% 132
2013
Q3 		$2.08M Buy
51,874
+1,475
+3% +$58.4K 0.25% 124
2013
Q2 		$1.96M Buy
+50,399
New +$2.11M 0.24% 125

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM Investment Advisors's VWO Position: Q4 2019 in Review

KCM Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 5,055 shares — an estimated $204K sold.

KCM Investment Advisors first reported a position in VWO in Q2 2013 and held it in 22 quarters. The position peaked at $2.66M in Q2 2014. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

  • KCM Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 5,055 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $204K.
  • KCM Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 22 quarters.
  • KCM Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.66M in Q2 2014.
  • 1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on KCM Investment Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.