AWM
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Arbor Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Arbor Wealth Management’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
2016
Q4 		– Sell
-677
Closed -$2.09M – 74
2016
Q3 		$2.09M Buy
+677
New +$60.4K 1.78% 23

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arbor Wealth Management's VNQ Position: Q4 2016 in Review

Arbor Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2016, closing a stake of 677 shares — an estimated $2.09M sold.

Arbor Wealth Management first reported a position in VNQ in Q3 2016 and held it in 1 quarter. The position peaked at $2.09M in Q3 2016. 905 funds tracked by Wall St. Rank hold VNQ as of Q4 2016.

  • Arbor Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 677 Vanguard Real Estate ETF shares in Q4 2016, an estimated $2.09M.
  • Arbor Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Arbor Wealth Management's Vanguard Real Estate ETF position peaked at $2.09M in Q3 2016.
  • 905 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2016.

Based on Arbor Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.