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

Poehling Capital Management’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
-367
Closed -$15K – 254
2018
Q2 		$15K Sell
367
-200
-35% -$9.03K 0.01% 210
2018
Q1 		$27K Buy
567
+367
+184% +$17.6K 0.02% 178
2017
Q4 		$9K Buy
+200
New +$8.94K 0.01% 226

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Bank of America
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Poehling Capital Management's VWO Position: Q3 2018 in Review

Poehling Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 367 shares — an estimated $15K sold.

Poehling Capital Management first reported a position in VWO in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q1 2018. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Poehling Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 367 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $15K.
  • Poehling Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $27K in Q1 2018.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.