KFP
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KMG Fiduciary Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

KMG Fiduciary Partners’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
2019
Q4 		– Sell
-3,918
Closed -$259K – 134
2019
Q3 		$259K Sell
3,918
-461
-11% -$30K 0.09% 101
2019
Q2 		$289K Sell
4,379
-664
-13% -$43.5K 0.1% 91
2019
Q1 		$332K Sell
5,043
-1,650
-25% -$107K 0.13% 89
2018
Q4 		$406K Buy
+6,693
New +$434K 0.18% 70

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KMG Fiduciary Partners's VPL Position: Q4 2019 in Review

KMG Fiduciary Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2019, closing a stake of 3,918 shares — an estimated $259K sold.

KMG Fiduciary Partners first reported a position in VPL in Q4 2018 and held it in 4 quarters. The position peaked at $406K in Q4 2018. 257 funds tracked by Wall St. Rank hold VPL as of Q4 2019.

  • KMG Fiduciary Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2019 after selling out during the quarter.
  • KMG Fiduciary Partners sold 3,918 Vanguard FTSE Pacific ETF shares in Q4 2019, an estimated $259K.
  • KMG Fiduciary Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and held it in 4 quarters.
  • KMG Fiduciary Partners's Vanguard FTSE Pacific ETF position peaked at $406K in Q4 2018.
  • 257 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2019.

Based on KMG Fiduciary Partners's 13F filing for Q4 2019, filed 29 Jan 2020.