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VNQ icon

Apriem Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Apriem 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
2018
Q3 		– Sell
-232
Closed -$19K – 378
2018
Q2 		$19K Buy
+232
New +$18K ﹤0.01% 363
2018
Q1 		– Sell
-48,580
Closed -$4.03M – 143
2017
Q4 		$4.03M Buy
48,580
+17,141
+55% +$1.44M 1% 31
2017
Q3 		$2.61M Buy
31,439
+8,491
+37% +$709K 0.65% 35
2017
Q2 		$1.91M Buy
22,948
+6,789
+42% +$566K 0.51% 44
2017
Q1 		$1.33M Buy
16,159
+7,317
+83% +$607K 0.36% 48
2016
Q4 		$730K Buy
8,842
+479
+6% +$39K 0.22% 60
2016
Q3 		$725K Buy
8,363
+8,295
+12,199% +$740K 0.22% 62
2016
Q2 		$6K Sell
68
-421
-86% -$35.4K ﹤0.01% 453
2016
Q1 		$41K Buy
489
+125
+34% +$9.73K 0.02% 230
2015
Q4 		$29K Buy
364
+5
+1% +$396 0.01% 252
2015
Q3 		$27K Buy
359
+7
+2% +$538 0.01% 254
2015
Q2 		$26K Sell
352
-253
-42% -$20.2K 0.01% 286
2015
Q1 		$51K Hold
605
– – 0.02% 209
2014
Q4 		$49K Buy
605
+255
+73% +$20K 0.02% 190
2014
Q3 		$25K Hold
350
– – 0.01% 280
2014
Q2 		$26K Sell
350
-184
-34% -$13.5K 0.01% 254
2014
Q1 		$38K Hold
534
– – 0.01% 243
2013
Q4 		$34K Hold
534
– – 0.01% 246
2013
Q3 		$35K Hold
534
– – 0.02% 232
2013
Q2 		$37K Buy
+534
New +$38.8K 0.02% 223

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Apriem Advisors's VNQ Position: Q3 2018 in Review

Apriem Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 232 shares — an estimated $19K sold.

Apriem Advisors first reported a position in VNQ in Q2 2013 and held it in 20 quarters. The position peaked at $4.03M in Q4 2017. 1,036 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • Apriem Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 232 Vanguard Real Estate ETF shares in Q3 2018, an estimated $19K.
  • Apriem Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 20 quarters.
  • Apriem Advisors's Vanguard Real Estate ETF position peaked at $4.03M in Q4 2017.
  • 1,036 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.