Buckingham Capital Management (Ohio)’s Vanguard Real Estate ETF VNQ Stock Holding History

Buckingham Capital Management (Ohio)’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
2014 Q4	–	Sell	-3,283	Closed	-$236K	–	174
2014 Q3	$236K	Sell	3,283 -87	-3%	-$6.57K	0.07%	166
2014 Q2	$252K	Sell	3,370 -2,049	-38%	-$151K	0.08%	161
2014 Q1	$383K	Sell	5,419 -6,103	-53%	-$418K	0.13%	149
2013 Q4	$744K	Sell	11,522 -3,387	-23%	-$227K	0.26%	104
2013 Q3	$997K	Sell	14,909 -4,651	-24%	-$316K	0.41%	82
2013 Q2	$1.34M	Buy	+19,560	New	+$1.42M	0.55%	57

Other funds holding VNQ

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s VNQ Position: Q4 2014 in Review

Buckingham Capital Management (Ohio) sold out of Vanguard Real Estate ETF (VNQ) in Q4 2014, closing a stake of 3,283 shares — an estimated $236K sold.

Buckingham Capital Management (Ohio) first reported a position in VNQ in Q2 2013 and held it in 6 quarters. The position peaked at $1.34M in Q2 2013. 718 funds tracked by Wall St. Rank hold VNQ as of Q4 2014.

Buckingham Capital Management (Ohio) reported no remaining Vanguard Real Estate ETF position as of Q4 2014 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 3,283 Vanguard Real Estate ETF shares in Q4 2014, an estimated $236K.
Buckingham Capital Management (Ohio) first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 6 quarters.
Buckingham Capital Management (Ohio)'s Vanguard Real Estate ETF position peaked at $1.34M in Q2 2013.
718 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2014.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2014, filed 13 Feb 2015.