OWA
VMW

Outlook Wealth Advisors’s VMware, Inc VMW Stock Holding History

Outlook Wealth Advisors’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,394
Closed -$400K – 168
2019
Q2 		$400K Buy
2,394
+150
+7% +$28.1K 0.26% 97
2019
Q1 		$405K Buy
2,244
+1,824
+434% +$297K 0.33% 75
2018
Q4 		$576K Buy
+420
New +$63.4K 0.26% 97

Other funds holding VMW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Outlook Wealth Advisors's VMW Position: Q3 2019 in Review

Outlook Wealth Advisors sold out of VMware, Inc (VMW) in Q3 2019, closing a stake of 2,394 shares — an estimated $400K sold.

Outlook Wealth Advisors first reported a position in VMW in Q4 2018 and held it in 3 quarters. The position peaked at $576K in Q4 2018. 541 funds tracked by Wall St. Rank hold VMW as of Q3 2019.

  • Outlook Wealth Advisors reported no remaining VMware, Inc position as of Q3 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,394 VMware, Inc shares in Q3 2019, an estimated $400K.
  • Outlook Wealth Advisors first reported a position in VMware, Inc in Q4 2018 and held it in 3 quarters.
  • Outlook Wealth Advisors's VMware, Inc position peaked at $576K in Q4 2018.
  • 541 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2019.

Based on Outlook Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.