Winch Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Winch Advisory Services’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-57	Closed	-$3K	–	328
2017 Q4	$3K	Hold	57	–	–	﹤0.01%	248
2017 Q3	$3K	Buy	+57	New	+$2.95K	﹤0.01%	239
2015 Q3	–	Sell	-25,793	Closed	-$1.25M	–	282
2015 Q2	$1.25M	Buy	+25,793	New	+$1.31M	0.68%	41

Other funds holding VEU

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Winch Advisory Services's VEU Position: Q1 2018 in Review

Winch Advisory Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2018, closing a stake of 57 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in VEU in Q2 2015 and held it in 3 quarters. The position peaked at $1.25M in Q2 2015. 760 funds tracked by Wall St. Rank hold VEU as of Q1 2018.

Winch Advisory Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2018 after selling out during the quarter.
Winch Advisory Services sold 57 Vanguard FTSE All-World ex-US ETF shares in Q1 2018, an estimated $3K.
Winch Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2015 and held it in 3 quarters.
Winch Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $1.25M in Q2 2015.
760 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2018.

Based on Winch Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.