PA
VPL icon

Pinnacle Associates’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Pinnacle Associates’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
2020
Q2 		– Sell
-19,628
Closed -$1.08M – 709
2020
Q1 		$1.08M Sell
19,628
-12,405
-39% -$792K 0.03% 325
2019
Q4 		$2.23M Buy
32,033
+555
+2% +$38.1K 0.05% 292
2019
Q3 		$2.08M Sell
31,478
-1,487
-5% -$96.7K 0.05% 300
2019
Q2 		$2.18M Sell
32,965
-1,381
-4% -$90.4K 0.05% 288
2019
Q1 		$2.26M Sell
34,346
-1,939
-5% -$125K 0.05% 285
2018
Q4 		$2.2M Sell
36,285
-10,604
-23% -$687K 0.06% 278
2018
Q3 		$3.33M Sell
46,889
-1,400
-3% -$97.5K 0.07% 258
2018
Q2 		$3.38M Buy
48,289
+2,777
+6% +$202K 0.07% 253
2018
Q1 		$3.32M Buy
45,512
+1,775
+4% +$131K 0.07% 258
2017
Q4 		$3.19M Buy
43,737
+3,048
+7% +$218K 0.06% 257
2017
Q3 		$2.77M Buy
40,689
+2,148
+6% +$145K 0.05% 271
2017
Q2 		$2.54M Buy
+38,541
New +$2.49M 0.05% 277

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Pinnacle Associates's VPL Position: Q2 2020 in Review

Pinnacle Associates sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2020, closing a stake of 19,628 shares — an estimated $1.08M sold.

Pinnacle Associates first reported a position in VPL in Q2 2017 and held it in 12 quarters. The position peaked at $3.38M in Q2 2018. 228 funds tracked by Wall St. Rank hold VPL as of Q2 2020.

  • Pinnacle Associates reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2020 after selling out during the quarter.
  • Pinnacle Associates sold 19,628 Vanguard FTSE Pacific ETF shares in Q2 2020, an estimated $1.08M.
  • Pinnacle Associates first reported a position in Vanguard FTSE Pacific ETF in Q2 2017 and held it in 12 quarters.
  • Pinnacle Associates's Vanguard FTSE Pacific ETF position peaked at $3.38M in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2020.

Based on Pinnacle Associates's 13F filing for Q2 2020, filed 14 Aug 2020.