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Northstar Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Northstar Investment Advisors’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
2018
Q4 		– Sell
-19,454
Closed -$798K – 121
2018
Q3 		$798K Sell
19,454
-4,302
-18% -$181K 0.16% 66
2018
Q2 		$986K Buy
23,756
+6,718
+39% +$303K 0.21% 63
2018
Q1 		$800K Buy
+17,038
New +$817K 0.17% 67

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northstar Investment Advisors's VWO Position: Q4 2018 in Review

Northstar Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 19,454 shares — an estimated $798K sold.

Northstar Investment Advisors first reported a position in VWO in Q1 2018 and held it in 3 quarters. The position peaked at $986K in Q2 2018. 1,370 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • Northstar Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Northstar Investment Advisors sold 19,454 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $798K.
  • Northstar Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 3 quarters.
  • Northstar Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $986K in Q2 2018.
  • 1,370 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Northstar Investment Advisors's 13F filing for Q4 2018, filed 11 Jan 2019.