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

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

EFS

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Financial Services's VNQ Position: Q1 2017 in Review

Commonwealth Financial Services held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2017 at 159 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #179.

Commonwealth Financial Services first reported a position in VNQ in Q4 2014 and has held it in 10 quarters since. The position peaked at $14K in Q3 2016. 946 funds tracked by Wall St. Rank hold VNQ as of Q1 2017.

Commonwealth Financial Services held 159 shares of Vanguard Real Estate ETF worth $13K as of Q1 2017.
Commonwealth Financial Services left its Vanguard Real Estate ETF share count unchanged in Q1 2017.
Vanguard Real Estate ETF made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #179 holding.
Commonwealth Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's Vanguard Real Estate ETF position peaked at $14K in Q3 2016.
946 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.