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Benchmark Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Benchmark Capital 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
Q4 		$297K Sell
3,980
-115
-3% -$9.06K 0.3% 75
2018
Q3 		$330K Hold
4,095
– – 0.25% 88
2018
Q2 		$334K Buy
4,095
+100
+3% +$7.75K 0.25% 90
2018
Q1 		$302K Sell
3,995
-70
-2% -$5.36K 0.24% 96
2017
Q4 		$337K Sell
4,065
-400
-9% -$33.5K 0.26% 92
2017
Q3 		$371K Buy
4,465
+150
+3% +$12.5K 0.29% 83
2017
Q2 		$359K Buy
4,315
+500
+13% +$41.7K 0.28% 86
2017
Q1 		$315K Sell
3,815
-500
-12% -$41.5K 0.25% 83
2016
Q4 		$356K Hold
4,315
– – 0.3% 76
2016
Q3 		$374K Hold
4,315
– – 0.28% 81
2016
Q2 		$383K Buy
4,315
+65
+2% +$5.46K 0.31% 75
2016
Q1 		$356K Sell
4,250
-750
-15% -$58.4K 0.31% 74
2015
Q4 		$399K Sell
5,000
-675
-12% -$53.4K 0.34% 68
2015
Q3 		$429K Buy
5,675
+200
+4% +$15.4K 0.35% 70
2015
Q2 		$409K Sell
5,475
-600
-10% -$48K 0.29% 77
2015
Q1 		$512K Sell
6,075
-150
-2% -$12.7K 0.34% 74
2014
Q4 		$504K Buy
6,225
+50
+0.8% +$3.92K 0.34% 77
2014
Q3 		$444K Sell
6,175
-900
-13% -$67.9K 0.31% 83
2014
Q2 		$529K Hold
7,075
– – 0.33% 81
2014
Q1 		$500K Buy
7,075
+1,050
+17% +$71.9K 0.35% 82
2013
Q4 		$389K Buy
+6,025
New +$403K 0.27% 91

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Benchmark Capital Advisors's VNQ Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q4 2018, selling an estimated $9.06K and leaving 3,980 shares worth $297K. The position accounts for 0.3% of the portfolio, ranked #75.

Benchmark Capital Advisors first reported a position in VNQ in Q4 2013 and has held it in 21 quarters since. The position peaked at $529K in Q2 2014. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

  • Benchmark Capital Advisors held 3,980 shares of Vanguard Real Estate ETF worth $297K as of Q4 2018.
  • Benchmark Capital Advisors sold 115 Vanguard Real Estate ETF shares in Q4 2018, an estimated $9.06K.
  • Vanguard Real Estate ETF made up 0.3% of Benchmark Capital Advisors's portfolio in Q4 2018, its #75 holding.
  • Benchmark Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 21 quarters since.
  • Benchmark Capital Advisors's Vanguard Real Estate ETF position peaked at $529K in Q2 2014.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.