KFA
VEU icon

Kelleher Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Kelleher Financial Advisors’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-51,818
Closed -$2.59M – 84
2017
Q2 		$2.59M Buy
+51,818
New +$2.56M 5% 3

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Kelleher Financial Advisors's VEU Position: Q3 2017 in Review

Kelleher Financial Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2017, closing a stake of 51,818 shares — an estimated $2.59M sold.

Kelleher Financial Advisors first reported a position in VEU in Q2 2017 and held it in 1 quarter. The position peaked at $2.59M in Q2 2017. 659 funds tracked by Wall St. Rank hold VEU as of Q3 2017.

  • Kelleher Financial Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 51,818 Vanguard FTSE All-World ex-US ETF shares in Q3 2017, an estimated $2.59M.
  • Kelleher Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and held it in 1 quarter.
  • Kelleher Financial Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $2.59M in Q2 2017.
  • 659 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2017.

Based on Kelleher Financial Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.