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OTA Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

OTA Financial Group’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
Q2 		– Sell
-10,000
Closed -$469K – 83
2018
Q1 		$469K Hold
10,000
– – 0.16% 38
2017
Q4 		$459K Hold
10,000
– – 0.18% 44
2017
Q3 		$435K Hold
10,000
– – 0.24% 40
2017
Q2 		$397K Hold
10,000
– – 0.26% 39
2017
Q1 		$397K Buy
+10,000
New +$386K 0.25% 42
2014
Q1 		– Sell
-37,778
Closed -$1.55K – 115
2013
Q4 		$1.55K Sell
37,778
-97,875
-72% -$4.04M 0.97% 16
2013
Q3 		$5.44K Buy
+135,653
New +$5.37M 3.05% 6

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
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OTA Financial Group's VWO Position: Q2 2018 in Review

OTA Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2018, closing a stake of 10,000 shares — an estimated $469K sold.

OTA Financial Group first reported a position in VWO in Q3 2013 and held it in 7 quarters. The position peaked at $469K in Q1 2018. 1,272 funds tracked by Wall St. Rank hold VWO as of Q2 2018.

  • OTA Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • OTA Financial Group sold 10,000 Vanguard FTSE Emerging Markets ETF shares in Q2 2018, an estimated $469K.
  • OTA Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and held it in 7 quarters.
  • OTA Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $469K in Q1 2018.
  • 1,272 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2018.

Based on OTA Financial Group's 13F filing for Q2 2018, filed 16 Jul 2018.