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Klingman & Associates’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Klingman & Associates’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
2015
Q4 		– Sell
-1,960
Closed -$105K – 428
2015
Q3 		$105K Hold
1,960
– – 0.04% 156
2015
Q2 		$120K Hold
1,960
– – 0.05% 121
2015
Q1 		$120K Hold
1,960
– – 0.05% 114
2014
Q4 		$111K Buy
+1,960
New +$114K 0.05% 124

Other funds holding VPL

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Klingman & Associates's VPL Position: Q4 2015 in Review

Klingman & Associates sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2015, closing a stake of 1,960 shares — an estimated $105K sold.

Klingman & Associates first reported a position in VPL in Q4 2014 and held it in 4 quarters. The position peaked at $120K in Q2 2015. 167 funds tracked by Wall St. Rank hold VPL as of Q4 2015.

  • Klingman & Associates reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 1,960 Vanguard FTSE Pacific ETF shares in Q4 2015, an estimated $105K.
  • Klingman & Associates first reported a position in Vanguard FTSE Pacific ETF in Q4 2014 and held it in 4 quarters.
  • Klingman & Associates's Vanguard FTSE Pacific ETF position peaked at $120K in Q2 2015.
  • 167 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.