SevenBridge Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

SevenBridge Financial Group’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	-572	Closed	-$24K	–	615
2018 Q2	$24K	Hold	572	–	–	0.01%	322
2018 Q1	$27K	Hold	572	–	–	0.02%	317
2017 Q4	$26K	Buy	572 +322	+129%	+$14.4K	0.01%	341
2017 Q3	$11K	Hold	250	–	–	0.01%	440
2017 Q2	$10K	Hold	250	–	–	0.01%	459
2017 Q1	$10K	Sell	250 -68	-21%	-$2.62K	0.01%	438
2016 Q4	$12K	Hold	318	–	–	0.01%	424
2016 Q3	$12K	Sell	318 -1,483	-82%	-$55.2K	0.01%	420
2016 Q2	$63K	Buy	+1,801	New	+$61.5K	0.04%	241

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

SevenBridge Financial Group's VWO Position: Q3 2018 in Review

SevenBridge Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 572 shares — an estimated $24K sold.

SevenBridge Financial Group first reported a position in VWO in Q2 2016 and held it in 9 quarters. The position peaked at $63K in Q2 2016. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

SevenBridge Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
SevenBridge Financial Group sold 572 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $24K.
SevenBridge Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2016 and held it in 9 quarters.
SevenBridge Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $63K in Q2 2016.
1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on SevenBridge Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.