Clear Perspective Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Clear Perspective 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 Q3	–	Sell	-1,008	Closed	-$82K	–	423
2018 Q2	$82K	Hold	1,008	–	–	0.06%	207
2018 Q1	$76K	Buy	1,008 +258	+34%	+$19.7K	0.06%	212
2017 Q4	$62K	Hold	750	–	–	0.05%	220
2017 Q3	$62K	Buy	750 +181	+32%	+$15.1K	0.05%	216
2017 Q2	$47K	Buy	+569	New	+$47.5K	0.04%	224

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Clear Perspective Advisors's VNQ Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 1,008 shares — an estimated $82K sold.

Clear Perspective Advisors first reported a position in VNQ in Q2 2017 and held it in 5 quarters. The position peaked at $82K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

Clear Perspective Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,008 Vanguard Real Estate ETF shares in Q3 2018, an estimated $82K.
Clear Perspective Advisors first reported a position in Vanguard Real Estate ETF in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's Vanguard Real Estate ETF position peaked at $82K in Q2 2018.
1,035 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.