PCA
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Personal Capital Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Personal Capital Advisors’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,030
Closed -$221K – 278
2017
Q4 		$221K Hold
3,030
– – ﹤0.01% 240
2017
Q3 		$207K Sell
3,030
-105
-3% -$7.07K ﹤0.01% 219
2017
Q2 		$206K Sell
3,135
-20
-0.6% -$1.29K ﹤0.01% 214
2017
Q1 		$202K Sell
3,155
-1,878
-37% -$116K 0.01% 205
2016
Q4 		$293K Buy
+5,033
New +$299K 0.01% 157

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Personal Capital Advisors's VPL Position: Q1 2018 in Review

Personal Capital Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2018, closing a stake of 3,030 shares — an estimated $221K sold.

Personal Capital Advisors first reported a position in VPL in Q4 2016 and held it in 5 quarters. The position peaked at $293K in Q4 2016. 260 funds tracked by Wall St. Rank hold VPL as of Q1 2018.

  • Personal Capital Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2018 after selling out during the quarter.
  • Personal Capital Advisors sold 3,030 Vanguard FTSE Pacific ETF shares in Q1 2018, an estimated $221K.
  • Personal Capital Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2016 and held it in 5 quarters.
  • Personal Capital Advisors's Vanguard FTSE Pacific ETF position peaked at $293K in Q4 2016.
  • 260 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2018.

Based on Personal Capital Advisors's 13F filing for Q1 2018, filed 9 May 2018.