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Alpine Woods Capital Investors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Alpine Woods Capital Investors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,000
Closed -$486K – 244
2020
Q3 		$486K Hold
10,000
– – 0.07% 185
2020
Q2 		$467K Hold
10,000
– – 0.09% 183
2020
Q1 		$429K Buy
+10,000
New +$538K 0.1% 177

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpine Woods Capital Investors's VNQI Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2020, closing a stake of 10,000 shares — an estimated $486K sold.

Alpine Woods Capital Investors first reported a position in VNQI in Q1 2020 and held it in 3 quarters. The position peaked at $486K in Q3 2020. 351 funds tracked by Wall St. Rank hold VNQI as of Q4 2020.

  • Alpine Woods Capital Investors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 10,000 Vanguard Global ex-US Real Estate ETF shares in Q4 2020, an estimated $486K.
  • Alpine Woods Capital Investors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2020 and held it in 3 quarters.
  • Alpine Woods Capital Investors's Vanguard Global ex-US Real Estate ETF position peaked at $486K in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.