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Cleary Gull’s Vanguard Real Estate ETF VNQ Stock Holding History

Cleary Gull’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
2015
Q1 		$101K Buy
+1,196
New +$102K 0.1% 28

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cleary Gull's VNQ Position: Q1 2015 in Review

Cleary Gull opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2015: 1,196 shares worth $101K. The stake represents 0.1% of the portfolio and ranks #28 among its holdings.

730 funds tracked by Wall St. Rank hold VNQ as of Q1 2015.

  • Cleary Gull held 1,196 shares of Vanguard Real Estate ETF worth $101K as of Q1 2015.
  • Vanguard Real Estate ETF was a new Cleary Gull position in Q1 2015.
  • Vanguard Real Estate ETF made up 0.1% of Cleary Gull's portfolio in Q1 2015, its #28 holding.
  • 730 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.