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Legacy Capital Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Legacy Capital Partners’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
2015
Q3 		– Sell
-9,815
Closed -$477K – 118
2015
Q2 		$477K Buy
9,815
+3,160
+47% +$160K 0.31% 79
2015
Q1 		$325K Buy
+6,655
New +$320K 0.21% 94

Other funds holding VEU

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VA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Legacy Capital Partners's VEU Position: Q3 2015 in Review

Legacy Capital Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2015, closing a stake of 9,815 shares — an estimated $477K sold.

Legacy Capital Partners first reported a position in VEU in Q1 2015 and held it in 2 quarters. The position peaked at $477K in Q2 2015. 481 funds tracked by Wall St. Rank hold VEU as of Q3 2015.

  • Legacy Capital Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2015 after selling out during the quarter.
  • Legacy Capital Partners sold 9,815 Vanguard FTSE All-World ex-US ETF shares in Q3 2015, an estimated $477K.
  • Legacy Capital Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2015 and held it in 2 quarters.
  • Legacy Capital Partners's Vanguard FTSE All-World ex-US ETF position peaked at $477K in Q2 2015.
  • 481 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2015.

Based on Legacy Capital Partners's 13F filing for Q3 2015, filed 9 Nov 2015.