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Cetera Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cetera Investment 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
Q3 		– Sell
-23,691
Closed -$1.96M – 79
2017
Q2 		$1.96M Buy
23,691
+5,292
+29% +$441K 2.48% 10
2017
Q1 		$1.52M Buy
+18,399
New +$1.53M 1.74% 13
2016
Q2 		– Sell
-50,941
Closed -$4.26M – 125
2016
Q1 		$4.26M Sell
50,941
-3,395
-6% -$264K 2.2% 8
2015
Q4 		$4.34M Buy
+54,336
New +$4.3M 1.75% 8

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Management's VNQ Position: Q3 2017 in Review

Cetera Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2017, closing a stake of 23,691 shares — an estimated $1.96M sold.

Cetera Investment Management first reported a position in VNQ in Q4 2015 and held it in 4 quarters. The position peaked at $4.34M in Q4 2015. 944 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

  • Cetera Investment Management reported no remaining Vanguard Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 23,691 Vanguard Real Estate ETF shares in Q3 2017, an estimated $1.96M.
  • Cetera Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 4 quarters.
  • Cetera Investment Management's Vanguard Real Estate ETF position peaked at $4.34M in Q4 2015.
  • 944 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.