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Alera Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-209
Closed -$18K – 981
2019
Q1 		$18K Hold
209
– – 0.01% 322
2018
Q4 		$16K Buy
+209
New +$16.5K 0.01% 340

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Alera Investment Advisors's VNQ Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2019, closing a stake of 209 shares — an estimated $18K sold.

Alera Investment Advisors first reported a position in VNQ in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 209 Vanguard Real Estate ETF shares in Q2 2019, an estimated $18K.
  • Alera Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vanguard Real Estate ETF position peaked at $18K in Q1 2019.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.