SMH
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Sanders Morris Harris’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sanders Morris Harris’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
2016
Q4 		– Sell
-11
Closed -$411K – 156
2016
Q3 		$411K Sell
11
-10,971
-100% -$408K 0.12% 95
2016
Q2 		$387K Buy
+10,982
New +$375K 0.09% 163

Other funds holding VWO

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Sanders Morris Harris's VWO Position: Q4 2016 in Review

Sanders Morris Harris sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2016, closing a stake of 11 shares — an estimated $411K sold.

Sanders Morris Harris first reported a position in VWO in Q2 2016 and held it in 2 quarters. The position peaked at $411K in Q3 2016. 1,009 funds tracked by Wall St. Rank hold VWO as of Q4 2016.

  • Sanders Morris Harris reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 11 Vanguard FTSE Emerging Markets ETF shares in Q4 2016, an estimated $411K.
  • Sanders Morris Harris first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2016 and held it in 2 quarters.
  • Sanders Morris Harris's Vanguard FTSE Emerging Markets ETF position peaked at $411K in Q3 2016.
  • 1,009 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2016.

Based on Sanders Morris Harris's 13F filing for Q4 2016, filed 24 Jan 2017.