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National Penn Investors Trust’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

National Penn Investors Trust’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
2015
Q3 		– Sell
-6,833
Closed -$279K – 226
2015
Q2 		$279K Hold
6,833
– – 0.03% 187
2015
Q1 		$279K Buy
+6,833
New +$278K 0.03% 182

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Penn Investors Trust's VWO Position: Q3 2015 in Review

National Penn Investors Trust sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2015, closing a stake of 6,833 shares — an estimated $279K sold.

National Penn Investors Trust first reported a position in VWO in Q1 2015 and held it in 2 quarters. The position peaked at $279K in Q2 2015. 828 funds tracked by Wall St. Rank hold VWO as of Q3 2015.

  • National Penn Investors Trust reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2015 after selling out during the quarter.
  • National Penn Investors Trust sold 6,833 Vanguard FTSE Emerging Markets ETF shares in Q3 2015, an estimated $279K.
  • National Penn Investors Trust first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and held it in 2 quarters.
  • National Penn Investors Trust's Vanguard FTSE Emerging Markets ETF position peaked at $279K in Q2 2015.
  • 828 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2015.

Based on National Penn Investors Trust's 13F filing for Q3 2015, filed 16 Nov 2015.