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McQueen Ball & Associates’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

McQueen Ball & Associates’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,275
Closed -$267K – 107
2016
Q3 		$267K Hold
3,275
– – 0.18% 84
2016
Q2 		$263K Hold
3,275
– – 0.19% 83
2016
Q1 		$252K Buy
+3,275
New +$244K 0.19% 84

Other funds holding VWOB

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.13B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McQueen Ball & Associates's VWOB Position: Q4 2016 in Review

McQueen Ball & Associates sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q4 2016, closing a stake of 3,275 shares — an estimated $267K sold.

McQueen Ball & Associates first reported a position in VWOB in Q1 2016 and held it in 3 quarters. The position peaked at $267K in Q3 2016. 68 funds tracked by Wall St. Rank hold VWOB as of Q4 2016.

  • McQueen Ball & Associates reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q4 2016 after selling out during the quarter.
  • McQueen Ball & Associates sold 3,275 Vanguard Emerging Markets Government Bond ETF shares in Q4 2016, an estimated $267K.
  • McQueen Ball & Associates first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2016 and held it in 3 quarters.
  • McQueen Ball & Associates's Vanguard Emerging Markets Government Bond ETF position peaked at $267K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q4 2016.

Based on McQueen Ball & Associates's 13F filing for Q4 2016, filed 5 Jan 2017.