Clarfeld Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Clarfeld Financial 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	$324K	Buy	+4,339	New	+$342K	0.27%	34

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

MTWSIF

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Clarfeld Financial Advisors's VNQ Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2018: 4,339 shares worth $324K. The stake represents 0.27% of the portfolio and ranks #34 among its holdings.

1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

Clarfeld Financial Advisors held 4,339 shares of Vanguard Real Estate ETF worth $324K as of Q4 2018.
Vanguard Real Estate ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Real Estate ETF made up 0.27% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #34 holding.
1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.