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Marietta Investment Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Marietta Investment Partners’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
2014
Q1 		– Sell
-4,886
Closed -$201K – 138
2013
Q4 		$201K Sell
4,886
-1,362
-22% -$56.2K 0.07% 131
2013
Q3 		$251K Sell
6,248
-50
-0.8% -$1.98K 0.1% 117
2013
Q2 		$244K Buy
+6,298
New +$264K 0.11% 113

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marietta Investment Partners's VWO Position: Q1 2014 in Review

Marietta Investment Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2014, closing a stake of 4,886 shares — an estimated $201K sold.

Marietta Investment Partners first reported a position in VWO in Q2 2013 and held it in 3 quarters. The position peaked at $251K in Q3 2013. 783 funds tracked by Wall St. Rank hold VWO as of Q1 2014.

  • Marietta Investment Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 4,886 Vanguard FTSE Emerging Markets ETF shares in Q1 2014, an estimated $201K.
  • Marietta Investment Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 3 quarters.
  • Marietta Investment Partners's Vanguard FTSE Emerging Markets ETF position peaked at $251K in Q3 2013.
  • 783 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2014.

Based on Marietta Investment Partners's 13F filing for Q1 2014, filed 9 May 2014.