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Cumberland Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Cumberland Advisors’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
2013
Q4 		– Sell
-40,610
Closed -$2.69M – 39
2013
Q3 		$2.69M Buy
+40,610
New +$2.76M 1.59% 23

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cumberland Advisors's VNQ Position: Q4 2013 in Review

Cumberland Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2013, closing a stake of 40,610 shares — an estimated $2.69M sold.

Cumberland Advisors first reported a position in VNQ in Q3 2013 and held it in 1 quarter. The position peaked at $2.69M in Q3 2013. 545 funds tracked by Wall St. Rank hold VNQ as of Q4 2013.

  • Cumberland Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • Cumberland Advisors sold 40,610 Vanguard Real Estate ETF shares in Q4 2013, an estimated $2.69M.
  • Cumberland Advisors first reported a position in Vanguard Real Estate ETF in Q3 2013 and held it in 1 quarter.
  • Cumberland Advisors's Vanguard Real Estate ETF position peaked at $2.69M in Q3 2013.
  • 545 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2013.

Based on Cumberland Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.