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Summit Securities Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Summit Securities 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
2017
Q4 		– Sell
-5,800
Closed -$253K – 260
2017
Q3 		$253K Buy
+5,800
New +$251K 0.04% 162
2017
Q2 		– Sell
-70,999
Closed -$2.82M – 373
2017
Q1 		$2.82M Buy
+70,999
New +$2.74M 0.81% 21
2015
Q1 		– Sell
-24
Closed -$1K – 655
2014
Q4 		$1K Buy
+24
New +$988 ﹤0.01% 576

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Securities Group's VWO Position: Q4 2017 in Review

Summit Securities Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2017, closing a stake of 5,800 shares — an estimated $253K sold.

Summit Securities Group first reported a position in VWO in Q4 2014 and held it in 3 quarters. The position peaked at $2.82M in Q1 2017. 1,291 funds tracked by Wall St. Rank hold VWO as of Q4 2017.

  • Summit Securities Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • Summit Securities Group sold 5,800 Vanguard FTSE Emerging Markets ETF shares in Q4 2017, an estimated $253K.
  • Summit Securities Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 3 quarters.
  • Summit Securities Group's Vanguard FTSE Emerging Markets ETF position peaked at $2.82M in Q1 2017.
  • 1,291 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2017.

Based on Summit Securities Group's 13F filing for Q4 2017, filed 1 Feb 2018.