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Kiwi Wealth Investments Limited Partnership’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,861,321
Closed -$114M – 74
2014
Q3 		$114M Buy
2,861,321
+185,636
+7% +$7.72M 10.65% 1
2014
Q2 		$114M Buy
+2,675,685
New +$113M 11.69% 1

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Kiwi Wealth Investments Limited Partnership's VEA Position: Q4 2014 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2014, closing a stake of 2,861,321 shares — an estimated $114M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VEA in Q2 2014 and held it in 2 quarters. The position peaked at $114M in Q2 2014. 530 funds tracked by Wall St. Rank hold VEA as of Q4 2014.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2014 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 2,861,321 Vanguard FTSE Developed Markets ETF shares in Q4 2014, an estimated $114M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2014 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Vanguard FTSE Developed Markets ETF position peaked at $114M in Q2 2014.
  • 530 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2014.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2014, filed 13 Feb 2015.