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Stevens First Principles Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stevens First Principles Investment Advisors’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
2017
Q1 		– Sell
-5
Closed – – 177
2016
Q4 		$0 Buy
+5
New +$183 ﹤0.01% 178

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BA
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Vanguard Group
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Morgan Stanley
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WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stevens First Principles Investment Advisors's VWO Position: Q1 2017 in Review

Stevens First Principles Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2017, closing a stake of 5 shares.

Stevens First Principles Investment Advisors first reported a position in VWO in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 1,060 funds tracked by Wall St. Rank hold VWO as of Q1 2017.

  • Stevens First Principles Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 5 Vanguard FTSE Emerging Markets ETF shares in Q1 2017.
  • Stevens First Principles Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $0 in Q4 2016.
  • 1,060 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.