NEPWA
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New England Private Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

New England Private Wealth Advisors’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,522
Closed -$362K – 109
2014
Q3 		$362K Buy
6,522
+107
+2% +$6.18K 0.15% 74
2014
Q2 		$384K Sell
6,415
-502
-7% -$30.2K 0.16% 74
2014
Q1 		$409K Buy
6,917
+2,379
+52% +$139K 0.17% 68
2013
Q4 		$267K Buy
+4,538
New +$256K 0.12% 75

Other funds holding VGK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New England Private Wealth Advisors's VGK Position: Q4 2014 in Review

New England Private Wealth Advisors sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2014, closing a stake of 6,522 shares — an estimated $362K sold.

New England Private Wealth Advisors first reported a position in VGK in Q4 2013 and held it in 4 quarters. The position peaked at $409K in Q1 2014. 370 funds tracked by Wall St. Rank hold VGK as of Q4 2014.

  • New England Private Wealth Advisors reported no remaining Vanguard FTSE Europe ETF position as of Q4 2014 after selling out during the quarter.
  • New England Private Wealth Advisors sold 6,522 Vanguard FTSE Europe ETF shares in Q4 2014, an estimated $362K.
  • New England Private Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q4 2013 and held it in 4 quarters.
  • New England Private Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $409K in Q1 2014.
  • 370 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2014.

Based on New England Private Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.