V
WW

Veritable’s WW International WW Stock Holding History

Veritable’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-23,239
Closed -$638K – 988
2014
Q3 		$638K Buy
23,239
+5,700
+32% +$130K 0.01% 532
2014
Q2 		$354K Hold
17,539
– – 0.01% 712
2014
Q1 		$360K Sell
17,539
-102
-0.6% -$2.58K 0.01% 672
2013
Q4 		$581K Buy
17,641
+40
+0.2% +$1.4K 0.01% 530
2013
Q3 		$658K Buy
+17,601
New +$709K 0.02% 492

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return