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Woodmont Investment Counsel’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Woodmont Investment Counsel’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-275
Closed -$17K – 602
2016
Q3 		$17K Buy
+275
New +$16.2K ﹤0.01% 389
2016
Q2 		– Sell
-275
Closed -$15K – 444
2016
Q1 		$15K Hold
275
– – ﹤0.01% 373
2015
Q4 		$16K Hold
275
– – ﹤0.01% 375
2015
Q3 		$15K Hold
275
– – ﹤0.01% 382
2015
Q2 		$17K Buy
+275
New +$17.4K ﹤0.01% 369

Other funds holding VPL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodmont Investment Counsel's VPL Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2016, closing a stake of 275 shares — an estimated $17K sold.

Woodmont Investment Counsel first reported a position in VPL in Q2 2015 and held it in 5 quarters. The position peaked at $17K in Q3 2016. 182 funds tracked by Wall St. Rank hold VPL as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 275 Vanguard FTSE Pacific ETF shares in Q4 2016, an estimated $17K.
  • Woodmont Investment Counsel first reported a position in Vanguard FTSE Pacific ETF in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Vanguard FTSE Pacific ETF position peaked at $17K in Q3 2016.
  • 182 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.