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Legacy Private Trust’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Legacy Private Trust’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
2014
Q1 		– Sell
-8,522
Closed -$522K – 218
2013
Q4 		$522K Buy
8,522
+2,395
+39% +$147K 0.1% 136
2013
Q3 		$372K Buy
+6,127
New +$358K 0.08% 139

Other funds holding VPL

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Legacy Private Trust's VPL Position: Q1 2014 in Review

Legacy Private Trust sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2014, closing a stake of 8,522 shares — an estimated $522K sold.

Legacy Private Trust first reported a position in VPL in Q3 2013 and held it in 2 quarters. The position peaked at $522K in Q4 2013. 136 funds tracked by Wall St. Rank hold VPL as of Q1 2014.

  • Legacy Private Trust reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2014 after selling out during the quarter.
  • Legacy Private Trust sold 8,522 Vanguard FTSE Pacific ETF shares in Q1 2014, an estimated $522K.
  • Legacy Private Trust first reported a position in Vanguard FTSE Pacific ETF in Q3 2013 and held it in 2 quarters.
  • Legacy Private Trust's Vanguard FTSE Pacific ETF position peaked at $522K in Q4 2013.
  • 136 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2014.

Based on Legacy Private Trust's 13F filing for Q1 2014, filed 10 Apr 2014.