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

Threshold 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 Q3	$342K	Buy	7,852 +1,230	+19%	+$53.2K	0.27%	37
2017 Q2	$270K	Sell	6,622 -46,937	-88%	-$1.9M	0.24%	34
2017 Q1	$2.13M	Sell	53,559 -2,415	-4%	-$93.2K	2.05%	14
2016 Q4	$2M	Buy	55,974 +47,489	+560%	+$1.74M	1.75%	16
2016 Q3	$319K	Sell	8,485 -2,918	-26%	-$109K	0.31%	33
2016 Q2	$402K	Sell	11,403 -2	-0%	-$68	0.4%	31
2016 Q1	$394K	Sell	11,405 -1,462	-11%	-$45.8K	0.55%	22
2015 Q4	$421K	Buy	+12,867	New	+$443K	0.56%	20

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Threshold Group's VWO Position: Q3 2017 in Review

Threshold Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 19% in Q3 2017, buying an estimated $53.2K and bringing the position to 7,852 shares worth $342K. The position accounts for 0.27% of the portfolio, ranked #37.

Threshold Group first reported a position in VWO in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.13M in Q1 2017. 1,123 funds tracked by Wall St. Rank hold VWO as of Q3 2017.

Threshold Group held 7,852 shares of Vanguard FTSE Emerging Markets ETF worth $342K as of Q3 2017.
Threshold Group bought 1,230 Vanguard FTSE Emerging Markets ETF shares in Q3 2017, an estimated $53.2K.
Vanguard FTSE Emerging Markets ETF made up 0.27% of Threshold Group's portfolio in Q3 2017, its #37 holding.
Threshold Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 8 quarters since.
Threshold Group's Vanguard FTSE Emerging Markets ETF position peaked at $2.13M in Q1 2017.
1,123 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.