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SteelBridge Private Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

SteelBridge Private Wealth Advisors’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,350
Closed -$568K – 63
2017
Q2 		$568K Hold
11,350
– – 0.8% 27
2017
Q1 		$543K Hold
11,350
– – 0.82% 26
2016
Q4 		$522K Buy
+11,350
New +$503K 0.82% 26

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

SteelBridge Private Wealth Advisors's VEU Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2017, closing a stake of 11,350 shares — an estimated $568K sold.

SteelBridge Private Wealth Advisors first reported a position in VEU in Q4 2016 and held it in 3 quarters. The position peaked at $568K in Q2 2017. 659 funds tracked by Wall St. Rank hold VEU as of Q3 2017.

  • SteelBridge Private Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2017 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 11,350 Vanguard FTSE All-World ex-US ETF shares in Q3 2017, an estimated $568K.
  • SteelBridge Private Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and held it in 3 quarters.
  • SteelBridge Private Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $568K in Q2 2017.
  • 659 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.