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Turner Investments’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Turner Investments’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
2013
Q3 		– Sell
-280
Closed -$25K – 684
2013
Q2 		$25K Buy
+280
New +$26.4K ﹤0.01% 650

Other funds holding VSS

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWAM
Mariner Wealth Advisors (Madison) Overland Park, Kansas $248M AUM
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Turner Investments's VSS Position: Q3 2013 in Review

Turner Investments sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2013, closing a stake of 280 shares — an estimated $25K sold.

Turner Investments first reported a position in VSS in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 110 funds tracked by Wall St. Rank hold VSS as of Q3 2013.

  • Turner Investments reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2013 after selling out during the quarter.
  • Turner Investments sold 280 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2013, an estimated $25K.
  • Turner Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and held it in 1 quarter.
  • Turner Investments's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $25K in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2013.

Based on Turner Investments's 13F filing for Q3 2013, filed 12 Nov 2013.