C.M. Bidwell & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

C.M. Bidwell & Associates’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
2020 Q1	–	Sell	-520	Closed	-$48K	–	467
2019 Q4	$48K	Hold	520	–	–	0.04%	239
2019 Q3	$48K	Hold	520	–	–	0.05%	252
2019 Q2	$45K	Hold	520	–	–	0.04%	250
2019 Q1	$45K	Hold	520	–	–	0.04%	252
2018 Q4	$39K	Sell	520 -4,785	-90%	-$377K	0.04%	256
2018 Q3	$428K	Buy	5,305 +650	+14%	+$53.5K	0.41%	70
2018 Q2	$379K	Sell	4,655 -690	-13%	-$53.5K	0.35%	79
2018 Q1	$403K	Buy	5,345 +1,305	+32%	+$99.9K	0.37%	73
2017 Q4	$335K	Buy	4,040 +675	+20%	+$56.6K	0.29%	104
2017 Q3	$280K	Sell	3,365 -25	-0.7%	-$2.09K	0.43%	92
2017 Q2	$282K	Buy	+3,390	New	+$283K	0.06%	125
2016 Q4	–	Sell	-145	Closed	-$13K	–	311
2016 Q3	$13K	Buy	+145	New	+$12.9K	﹤0.01%	239

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

C.M. Bidwell & Associates's VNQ Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 520 shares — an estimated $48K sold.

C.M. Bidwell & Associates first reported a position in VNQ in Q3 2016 and held it in 12 quarters. The position peaked at $428K in Q3 2018. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

C.M. Bidwell & Associates reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
C.M. Bidwell & Associates sold 520 Vanguard Real Estate ETF shares in Q1 2020, an estimated $48K.
C.M. Bidwell & Associates first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 12 quarters.
C.M. Bidwell & Associates's Vanguard Real Estate ETF position peaked at $428K in Q3 2018.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.