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Clear Perspective Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Clear Perspective Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-144
Closed -$8K – 424
2018
Q2 		$8K Hold
144
– – 0.01% 393
2018
Q1 		$9K Buy
+144
New +$8.82K 0.01% 370

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2018, closing a stake of 144 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in VNQI in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 297 funds tracked by Wall St. Rank hold VNQI as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 144 Vanguard Global ex-US Real Estate ETF shares in Q3 2018, an estimated $8K.
  • Clear Perspective Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $9K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2018.

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