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Orser Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Orser Capital Management’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
Q3 		– Sell
-12,900
Closed -$552K – 96
2018
Q2 		$552K Buy
12,900
+1,510
+13% +$68.2K 0.48% 64
2018
Q1 		$513K Sell
11,390
-7,880
-41% -$378K 0.48% 62
2017
Q4 		$935K Buy
+19,270
New +$861K 0.83% 52

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Orser Capital Management's VWO Position: Q3 2018 in Review

Orser Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 12,900 shares — an estimated $552K sold.

Orser Capital Management first reported a position in VWO in Q4 2017 and held it in 3 quarters. The position peaked at $935K in Q4 2017. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Orser Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Orser Capital Management sold 12,900 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $552K.
  • Orser Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 3 quarters.
  • Orser Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $935K in Q4 2017.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Orser Capital Management's 13F filing for Q3 2018, filed 20 Nov 2019.