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Summit Securities Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Summit Securities Group’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-7
Closed -$1K – 595
2013
Q4 		$1K Buy
+7
New +$710 ﹤0.01% 476

Other funds holding VSS

WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Summit Securities Group's VSS Position: Q1 2014 in Review

Summit Securities Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2014, closing a stake of 7 shares — an estimated $1K sold.

Summit Securities Group first reported a position in VSS in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 143 funds tracked by Wall St. Rank hold VSS as of Q1 2014.

  • Summit Securities Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 7 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2014, an estimated $1K.
  • Summit Securities Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.