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CMC Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

CMC Financial Group’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
2019
Q3 		– Sell
-3,167
Closed -$277K – 44
2019
Q2 		$277K Hold
3,167
– – 0.36% 37
2019
Q1 		$275K Buy
+3,167
New +$262K 0.26% 30

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MTWSIF
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Creative Planning
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CMC Financial Group's VNQ Position: Q3 2019 in Review

CMC Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2019, closing a stake of 3,167 shares — an estimated $277K sold.

CMC Financial Group first reported a position in VNQ in Q1 2019 and held it in 2 quarters. The position peaked at $277K in Q2 2019. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q3 2019.

  • CMC Financial Group reported no remaining Vanguard Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • CMC Financial Group sold 3,167 Vanguard Real Estate ETF shares in Q3 2019, an estimated $277K.
  • CMC Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2019 and held it in 2 quarters.
  • CMC Financial Group's Vanguard Real Estate ETF position peaked at $277K in Q2 2019.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2019.

Based on CMC Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.