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Rowland Carmichael Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Rowland Carmichael 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
2017
Q1 		– Sell
-2,750
Closed -$160K – 318
2016
Q4 		$160K Hold
2,750
– – 0.09% 231
2016
Q3 		$167K Hold
2,750
– – 0.11% 220
2016
Q2 		$153K Buy
+2,750
New +$153K 0.1% 222

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
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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Rowland Carmichael Advisors's VPL Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2017, closing a stake of 2,750 shares — an estimated $160K sold.

Rowland Carmichael Advisors first reported a position in VPL in Q2 2016 and held it in 3 quarters. The position peaked at $167K in Q3 2016. 191 funds tracked by Wall St. Rank hold VPL as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,750 Vanguard FTSE Pacific ETF shares in Q1 2017, an estimated $160K.
  • Rowland Carmichael Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Vanguard FTSE Pacific ETF position peaked at $167K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.