AGF Investments Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

AGF Investments Inc’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,254	Closed	-$353K	–	383
2017 Q4	$353K	Buy	4,254 +381	+10%	+$31.9K	﹤0.01%	338
2017 Q3	$322K	Sell	3,873 -10,693	-73%	-$893K	﹤0.01%	328
2017 Q2	$1.21M	Sell	14,566 -2,668	-15%	-$222K	0.01%	269
2017 Q1	$1.42M	Sell	17,234 -1,374	-7%	-$114K	0.02%	274
2016 Q4	$1.53M	Buy	18,608 +3,023	+19%	+$246K	0.02%	275
2016 Q3	$1.35M	Buy	15,585 +9,568	+159%	+$853K	0.02%	290
2016 Q2	$533K	Sell	6,017 -6,099	-50%	-$513K	0.01%	327
2016 Q1	$1.01M	Buy	12,116 +5,850	+93%	+$455K	0.01%	304
2015 Q4	$500K	Buy	6,266 +6,061	+2,957%	+$480K	0.01%	324
2015 Q3	$16K	Buy	+205	New	+$15.7K	﹤0.01%	415

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Investments Inc's VNQ Position: Q1 2018 in Review

AGF Investments Inc sold out of Vanguard Real Estate ETF (VNQ) in Q1 2018, closing a stake of 4,254 shares — an estimated $353K sold.

AGF Investments Inc first reported a position in VNQ in Q3 2015 and held it in 10 quarters. The position peaked at $1.53M in Q4 2016. 1,016 funds tracked by Wall St. Rank hold VNQ as of Q1 2018.

AGF Investments Inc reported no remaining Vanguard Real Estate ETF position as of Q1 2018 after selling out during the quarter.
AGF Investments Inc sold 4,254 Vanguard Real Estate ETF shares in Q1 2018, an estimated $353K.
AGF Investments Inc first reported a position in Vanguard Real Estate ETF in Q3 2015 and held it in 10 quarters.
AGF Investments Inc's Vanguard Real Estate ETF position peaked at $1.53M in Q4 2016.
1,016 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2018.

Based on AGF Investments Inc's 13F filing for Q1 2018, filed 4 May 2018.