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Robertson Stephens Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Robertson Stephens Advisors’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$2.57M Sell
59,215
-5,771
-9% -$245K 2.22% 15
2017
Q2 		$2.69M Buy
64,986
+23,205
+56% +$946K 2.41% 13
2017
Q1 		$1.28M Buy
+41,781
New +$1.6M 1.14% 21

Other funds holding VEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Robertson Stephens Advisors's VEA Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.9% in Q3 2017, selling an estimated $245K and leaving 59,215 shares worth $2.57M. The position accounts for 2.22% of the portfolio, ranked #15.

Robertson Stephens Advisors first reported a position in VEA in Q1 2017 and has held it in 3 quarters since. The position peaked at $2.69M in Q2 2017. 863 funds tracked by Wall St. Rank hold VEA as of Q3 2017.

  • Robertson Stephens Advisors held 59,215 shares of Vanguard FTSE Developed Markets ETF worth $2.57M as of Q3 2017.
  • Robertson Stephens Advisors sold 5,771 Vanguard FTSE Developed Markets ETF shares in Q3 2017, an estimated $245K.
  • Vanguard FTSE Developed Markets ETF made up 2.22% of Robertson Stephens Advisors's portfolio in Q3 2017, its #15 holding.
  • Robertson Stephens Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and has held it in 3 quarters since.
  • Robertson Stephens Advisors's Vanguard FTSE Developed Markets ETF position peaked at $2.69M in Q2 2017.
  • 863 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.