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Partners Capital Investment Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Partners Capital Investment Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7
Closed -$1K – 76
2015
Q4 		$1K Buy
+7
New +$793 ﹤0.01% 62

Other funds holding VB

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Partners Capital Investment Group's VB Position: Q1 2016 in Review

Partners Capital Investment Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2016, closing a stake of 7 shares — an estimated $1K sold.

Partners Capital Investment Group first reported a position in VB in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 489 funds tracked by Wall St. Rank hold VB as of Q1 2016.

  • Partners Capital Investment Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Partners Capital Investment Group sold 7 Vanguard Morningstar Small-Cap ETF shares in Q1 2016, an estimated $1K.
  • Partners Capital Investment Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Partners Capital Investment Group's Vanguard Morningstar Small-Cap ETF position peaked at $1K in Q4 2015.
  • 489 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2016.

Based on Partners Capital Investment Group's 13F filing for Q1 2016, filed 11 May 2016.