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Sunflower Bank Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sunflower Bank Wealth Management’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
2018
Q3 		– Sell
-4,800
Closed -$203K – 140
2018
Q2 		$203K Hold
4,800
– – 0.06% 137
2018
Q1 		$225K Hold
4,800
– – 0.06% 130
2017
Q4 		$220K Buy
+4,800
New +$215K 0.06% 128

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BA
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Betterment LLC
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
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Sunflower Bank Wealth Management's VWO Position: Q3 2018 in Review

Sunflower Bank Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2018, closing a stake of 4,800 shares — an estimated $203K sold.

Sunflower Bank Wealth Management first reported a position in VWO in Q4 2017 and held it in 3 quarters. The position peaked at $225K in Q1 2018. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

  • Sunflower Bank Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 4,800 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $203K.
  • Sunflower Bank Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 3 quarters.
  • Sunflower Bank Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $225K in Q1 2018.
  • 1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2018, filed 30 Oct 2018.