WEC
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Winslow Evans & Crocker’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Winslow Evans & Crocker’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
2018
Q3 		– Sell
-26
Closed -$4K – 1144
2018
Q2 		$4K Hold
26
– – ﹤0.01% 992
2018
Q1 		$2.98K Hold
26
– – ﹤0.01% 969
2017
Q4 		$2.98K Hold
26
– – ﹤0.01% 988
2017
Q3 		$2.87K Sell
26
-574
-96% -$64.2K ﹤0.01% 990
2017
Q2 		$64.9K Sell
600
-14
-2% -$1.49K 0.02% 507
2017
Q1 		$62.9K Buy
614
+24
+4% +$2.39K 0.02% 495
2016
Q4 		$55.3K Hold
590
– – 0.02% 514
2016
Q3 		$58.5K Sell
590
-140
-19% -$13.6K 0.02% 507
2016
Q2 		$67.8K Sell
730
-18
-2% -$1.71K 0.02% 453
2016
Q1 		$69.8K Sell
748
-242
-24% -$21.3K 0.02% 436
2015
Q4 		$91.9K Buy
990
+274
+38% +$25.9K 0.03% 414
2015
Q3 		$64.9K Sell
716
-12
-2% -$1.15K 0.02% 469
2015
Q2 		$74.1K Buy
+728
New +$76.1K 0.02% 478
2015
Q1 		– Sell
-80
Closed -$7.63K – 1313
2014
Q4 		$7.63K Hold
80
– – ﹤0.01% 950
2014
Q3 		$8.17K Hold
80
– – ﹤0.01% 937
2014
Q2 		$8.89K Hold
80
– – ﹤0.01% 876
2014
Q1 		$8.55K Buy
80
+30
+60% +$3.13K ﹤0.01% 889
2013
Q4 		$5K Buy
+50
New +$5.07K ﹤0.01% 1146

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Winslow Evans & Crocker's VSS Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2018, closing a stake of 26 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in VSS in Q4 2013 and held it in 18 quarters. The position peaked at $91.9K in Q4 2015. 320 funds tracked by Wall St. Rank hold VSS as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 26 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2018, an estimated $4K.
  • Winslow Evans & Crocker first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2013 and held it in 18 quarters.
  • Winslow Evans & Crocker's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $91.9K in Q4 2015.
  • 320 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.