McCutchen Group LLC Historic Quarter Change: USA ETF, Added, 2013 Q4

McCutchen Group LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, McCutchen Group LLC opened 12 positions, added to 117, reduced 37 and sold out of 6.

Q4 2013: Stock VEU; Country of operation —; Class ALLWRLD EX US; Shares before 867,530.
Q4 2013: Stock VEA; Country of operation —; Class FTSE DEV MKT ETF; Shares before 587,950.
Q4 2013: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 242,978.
Q4 2013: Stock VWO; Country of operation —; Class FTSE EMR MKT ETF; Shares before 197,901.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1544224), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-18); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-18); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q4 2013	VEU VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	867,530	1,375,685	+508,155	$42,163,000	$69,788,000	+$27,625,000	2014-02-18
Q4 2013	VEA VANGUARD TAX MANAGED INTL FD	FTSE DEV MKT ETF	587,950	1,178,980	+591,030	$23,270,000	$49,140,000	+$25,870,000	2014-02-18
Q4 2013	VTI VANGUARD INDEX FDS	TOTAL STK MKT	242,978	439,720	+196,742	$21,292,000	$42,178,000	+$20,886,000	2014-02-18
Q4 2013	VWO VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	197,901	404,014	+206,113	$7,940,000	$16,621,000	+$8,681,000	2014-02-18
Q4 2013	VNQ VANGUARD INDEX FDS	REIT ETF	132,360	264,842	+132,482	$8,753,000	$17,098,000	+$8,345,000	2014-02-18
Q4 2013	IWV ISHARES	RUSSELL 3000 ETF	143,559	184,281	+40,722	$14,520,000	$20,391,000	+$5,871,000	2014-02-18
Q4 2013	EFA ISHARES	MSCI EAFE ETF	199,127	214,759	+15,632	$12,704,000	$14,409,000	+$1,705,000	2014-02-18
Q4 2013	ICF ISHARES	COHEN&STEER REIT	12,863	13,093	+230	$989,000	$978,000	-$11,000	2014-02-18
Q4 2013	IYR ISHARES	U.S. REAL ES ETF	16,991	17,310	+319	$1,083,000	$1,092,000	+$9,000	2014-02-18

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