Keel Point Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Keel Point Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$50.9M	Buy	+270,388	New	+$49.8M	40.96%	1

Other funds holding VOO

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Keel Point Advisors's VOO Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2014: 270,388 shares worth $50.9M. The stake represents 40.96% of the portfolio and ranks #1 among its holdings.

339 funds tracked by Wall St. Rank hold VOO as of Q4 2014.

Keel Point Advisors held 270,388 shares of Vanguard S&P 500 ETF worth $50.9M as of Q4 2014.
Vanguard S&P 500 ETF was a new Keel Point Advisors position in Q4 2014.
Vanguard S&P 500 ETF made up 40.96% of Keel Point Advisors's portfolio in Q4 2014, its #1 holding.
339 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.