Concert Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Concert Wealth Management’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 Q2	–	Sell	-18,586	Closed	-$1.54M	–	431
2017 Q1	$1.54M	Sell	18,586 -2,992	-14%	-$248K	0.35%	73
2016 Q4	$1.78M	Sell	21,578 -4,318	-17%	-$352K	0.4%	57
2016 Q3	$2.25M	Sell	25,896 -571	-2%	-$50.9K	0.27%	86
2016 Q2	$2.35M	Buy	26,467 +10,279	+63%	+$864K	0.32%	68
2016 Q1	$1.35M	Sell	16,188 -719	-4%	-$56K	0.18%	143
2015 Q4	$1.35M	Sell	16,907 -12,236	-42%	-$969K	0.18%	139
2015 Q3	$2.21M	Buy	29,143 +5,915	+25%	+$454K	0.3%	69
2015 Q2	$1.73M	Sell	23,228 -1,992	-8%	-$159K	0.22%	106
2015 Q1	$928K	Buy	25,220 +3,027	+14%	+$257K	0.27%	93
2014 Q4	$1.78M	Buy	22,193 +12,987	+141%	+$1.02M	0.27%	92
2014 Q3	$660K	Sell	9,206 -5,079	-36%	-$383K	0.09%	210
2014 Q2	$1.03M	Buy	14,285 +668	+5%	+$49.1K	0.13%	130
2014 Q1	$955K	Buy	13,617 +1,207	+10%	+$82.6K	0.12%	140
2013 Q4	$799K	Buy	12,410 +920	+8%	+$61.5K	0.1%	174
2013 Q3	$761K	Sell	11,490 -2,236	-16%	-$152K	0.11%	176
2013 Q2	$942K	Buy	+13,726	New	+$997K	0.14%	111

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Concert Wealth Management's VNQ Position: Q2 2017 in Review

Concert Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2017, closing a stake of 18,586 shares — an estimated $1.54M sold.

Concert Wealth Management first reported a position in VNQ in Q2 2013 and held it in 16 quarters. The position peaked at $2.35M in Q2 2016. 932 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

Concert Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 18,586 Vanguard Real Estate ETF shares in Q2 2017, an estimated $1.54M.
Concert Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's Vanguard Real Estate ETF position peaked at $2.35M in Q2 2016.
932 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.