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Peak Asset Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Peak Asset Management’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,564
Closed -$602K – 138
2018
Q3 		$602K Buy
11,564
+63
+0.5% +$3.28K 0.2% 67
2018
Q2 		$596K Sell
11,501
-305
-3% -$16.5K 0.22% 66
2018
Q1 		$642K Buy
11,806
+368
+3% +$20.5K 0.24% 64
2017
Q4 		$626K Buy
11,438
+183
+2% +$9.84K 0.23% 68
2017
Q3 		$593K Buy
11,255
+105
+0.9% +$5.43K 0.21% 80
2017
Q2 		$558K Sell
11,150
-415
-4% -$20.5K 0.21% 81
2017
Q1 		$553K Sell
11,565
-166
-1% -$7.74K 0.21% 83
2016
Q4 		$518K Sell
11,731
-6,360
-35% -$282K 0.21% 91
2016
Q3 		$822K Buy
18,091
+2,668
+17% +$119K 0.35% 61
2016
Q2 		$661K Sell
15,423
-3,678
-19% -$159K 0.29% 66
2016
Q1 		$824K Buy
19,101
+1,990
+12% +$81.5K 0.39% 50
2015
Q4 		$743K Buy
17,111
+4,133
+32% +$185K 0.37% 48
2015
Q3 		$553K Buy
+12,978
New +$599K 0.3% 60

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peak Asset Management's VEU Position: Q4 2018 in Review

Peak Asset Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2018, closing a stake of 11,564 shares — an estimated $602K sold.

Peak Asset Management first reported a position in VEU in Q3 2015 and held it in 13 quarters. The position peaked at $824K in Q1 2016. 782 funds tracked by Wall St. Rank hold VEU as of Q4 2018.

  • Peak Asset Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2018 after selling out during the quarter.
  • Peak Asset Management sold 11,564 Vanguard FTSE All-World ex-US ETF shares in Q4 2018, an estimated $602K.
  • Peak Asset Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2015 and held it in 13 quarters.
  • Peak Asset Management's Vanguard FTSE All-World ex-US ETF position peaked at $824K in Q1 2016.
  • 782 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2018.

Based on Peak Asset Management's 13F filing for Q4 2018, filed 15 Feb 2019.