KIG
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Kovitz Investment Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kovitz Investment Group’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$1.18M Sell
36,142
-4,830
-12% -$166K 0.07% 72
2015
Q3 		$1.36M Sell
40,972
-204
-0.5% -$7.41K 0.08% 61
2015
Q2 		$1.68M Sell
41,176
-600
-1% -$25.8K 0.09% 64
2015
Q1 		$1.71M Buy
41,776
+250
+0.6% +$10.2K 0.09% 62
2014
Q4 		$1.66M Sell
41,526
-482
-1% -$19.8K 0.08% 64
2014
Q3 		$1.75M Sell
42,008
-400
-0.9% -$17.8K 0.09% 58
2014
Q2 		$1.83M Buy
+42,408
New +$1.79M 0.1% 59
2014
Q1 		– Sell
-38,767
Closed -$1.59M – 127
2013
Q4 		$1.59M Sell
38,767
-195
-0.5% -$8.04K 0.07% 66
2013
Q3 		$1.56M Sell
38,962
-2
-0% -$79 0.08% 64
2013
Q2 		$1.51M Buy
+38,964
New +$1.63M 0.08% 64

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return