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

Catamount 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
2017
Q2 		– Sell
-500
Closed -$41K – 195
2017
Q1 		$41K Hold
500
– – 0.03% 86
2016
Q4 		$41K Hold
500
– – 0.03% 74
2016
Q3 		$41K Buy
+500
New +$44.6K 0.04% 74

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EFS
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MTWSIF
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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
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

Catamount Wealth Management's VNQ Position: Q2 2017 in Review

Catamount Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2017, closing a stake of 500 shares — an estimated $41K sold.

Catamount Wealth Management first reported a position in VNQ in Q3 2016 and held it in 3 quarters. The position peaked at $41K in Q1 2017. 931 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

  • Catamount Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 500 Vanguard Real Estate ETF shares in Q2 2017, an estimated $41K.
  • Catamount Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 3 quarters.
  • Catamount Wealth Management's Vanguard Real Estate ETF position peaked at $41K in Q1 2017.
  • 931 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.