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Bellwether Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-246
Closed -$20K – 949
2016
Q4 		$20K Buy
+246
New +$20K 0.02% 464
2016
Q2 		$63K Buy
+708
New +$59.5K 0.07% 217

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bellwether Investment Group's VNQ Position: Q1 2017 in Review

Bellwether Investment Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2017, closing a stake of 246 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in VNQ in Q2 2016 and held it in 2 quarters. The position peaked at $63K in Q2 2016. 945 funds tracked by Wall St. Rank hold VNQ as of Q1 2017.

  • Bellwether Investment Group reported no remaining Vanguard Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 246 Vanguard Real Estate ETF shares in Q1 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Vanguard Real Estate ETF position peaked at $63K in Q2 2016.
  • 945 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.