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MYCIO Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

MYCIO Wealth Partners’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,315
Closed -$210K – 837
2015
Q3 		$210K Buy
2,315
+2,124
+1,112% +$203K 0.04% 132
2015
Q2 		$19K Buy
+191
New +$20K ﹤0.01% 443

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VA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MYCIO Wealth Partners's VSS Position: Q4 2015 in Review

MYCIO Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2015, closing a stake of 2,315 shares — an estimated $210K sold.

MYCIO Wealth Partners first reported a position in VSS in Q2 2015 and held it in 2 quarters. The position peaked at $210K in Q3 2015. 188 funds tracked by Wall St. Rank hold VSS as of Q4 2015.

  • MYCIO Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,315 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2015, an estimated $210K.
  • MYCIO Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2015 and held it in 2 quarters.
  • MYCIO Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $210K in Q3 2015.
  • 188 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2015.

Based on MYCIO Wealth Partners's 13F filing for Q4 2015, filed 5 Feb 2016.