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

Palo Capital’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
-4,834
Closed -$204K – 172
2018
Q2 		$204K Hold
4,834
– – 0.07% 166
2018
Q1 		$227K Buy
+4,834
New +$232K 0.08% 164

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Vanguard Group
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BA
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Palo Capital's VWO Position: Q3 2018 in Review

Palo Capital sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 4,834 shares — an estimated $204K sold.

Palo Capital first reported a position in VWO in Q1 2018 and held it in 2 quarters. The position peaked at $227K in Q1 2018. 1,266 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Palo Capital reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Palo Capital sold 4,834 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $204K.
  • Palo Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 2 quarters.
  • Palo Capital's Vanguard FTSE Emerging Markets ETF position peaked at $227K in Q1 2018.
  • 1,266 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.