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Strategic Point Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Strategic Point Investment 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
2014
Q4 		– Sell
-131,185
Closed -$6.46M – 12
2014
Q3 		$6.46M Buy
+131,185
New +$6.78M 2.87% 9

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Point Investment Advisors's VEU Position: Q4 2014 in Review

Strategic Point Investment Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2014, closing a stake of 131,185 shares — an estimated $6.46M sold.

Strategic Point Investment Advisors first reported a position in VEU in Q3 2014 and held it in 1 quarter. The position peaked at $6.46M in Q3 2014. 444 funds tracked by Wall St. Rank hold VEU as of Q4 2014.

  • Strategic Point Investment Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2014 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 131,185 Vanguard FTSE All-World ex-US ETF shares in Q4 2014, an estimated $6.46M.
  • Strategic Point Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2014 and held it in 1 quarter.
  • Strategic Point Investment Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $6.46M in Q3 2014.
  • 444 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2014.

Based on Strategic Point Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.