AMS Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

AMS Capital’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
2020 Q4	–	Sell	-100,000	Closed	-$7.9M	–	37
2020 Q3	$7.9M	Hold	100,000	–	–	1.91%	16
2020 Q2	$7.85M	Hold	100,000	–	–	3.13%	9
2020 Q1	$6.99M	Buy	+100,000	New	+$8.78M	4.3%	7

Other funds holding VNQ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AMS Capital's VNQ Position: Q4 2020 in Review

AMS Capital sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 100,000 shares — an estimated $7.9M sold.

AMS Capital first reported a position in VNQ in Q1 2020 and held it in 3 quarters. The position peaked at $7.9M in Q3 2020. 1,322 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

AMS Capital reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
AMS Capital sold 100,000 Vanguard Real Estate ETF shares in Q4 2020, an estimated $7.9M.
AMS Capital first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 3 quarters.
AMS Capital's Vanguard Real Estate ETF position peaked at $7.9M in Q3 2020.
1,322 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on AMS Capital's 13F filing for Q4 2020, filed 8 Feb 2021.