CFS
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Commonwealth Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$13K Hold
159
– – 0.01% 179
2016
Q4 		$13K Hold
159
– – 0.01% 163
2016
Q3 		$14K Hold
159
– – 0.01% 148
2016
Q2 		$14K Hold
159
– – 0.02% 155
2016
Q1 		$13K Hold
159
– – 0.02% 142
2015
Q4 		$13K Hold
159
– – 0.04% 140
2015
Q3 		$12K Hold
159
– – 0.01% 145
2015
Q2 		$12K Hold
159
– – 0.01% 161
2015
Q1 		$13K Hold
159
– – 0.01% 164
2014
Q4 		$13K Buy
+159
New +$12.5K 0.01% 154

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EFS
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MTWSIF
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Morgan Stanley
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PNC Financial Services Group
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return