Cypress Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Cypress Wealth 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
2019 Q1	$345K	Hold	3,969	–	–	0.39%	57
2018 Q4	$296K	Sell	3,969 -2,971	-43%	-$234K	0.41%	57
2018 Q3	$560K	Sell	6,940 -3,198	-32%	-$263K	0.59%	51
2018 Q2	$826K	Sell	10,138 -80	-0.8%	-$6.2K	0.89%	39
2018 Q1	$771K	Sell	10,218 -6,817	-40%	-$522K	0.84%	40
2017 Q4	$1.41M	Sell	17,035 -7,680	-31%	-$644K	1.36%	27
2017 Q3	$2.05M	Sell	24,715 -5,538	-18%	-$463K	3.32%	6
2017 Q2	$2.52M	Sell	30,253 -37,229	-55%	-$3.1M	2.94%	9
2017 Q1	$5.57M	Sell	67,482 -228	-0.3%	-$18.9K	2.54%	7
2016 Q4	$5.59M	Buy	67,710 +4,399	+7%	+$358K	2.55%	7
2016 Q3	$5.49M	Buy	63,311 +13,625	+27%	+$1.22M	2.48%	7
2016 Q2	$4.41M	Sell	49,686 -14,773	-23%	-$1.24M	2.18%	7
2016 Q1	$5.4M	Buy	64,459 +15,514	+32%	+$1.21M	2.47%	8
2015 Q4	$3.9M	Buy	48,945 +41,167	+529%	+$3.26M	1.98%	8
2015 Q3	$588K	Hold	7,778	–	–	0.32%	68
2015 Q2	$581K	Buy	+7,778	New	+$622K	0.34%	74

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cypress Wealth Advisors's VNQ Position: Q1 2019 in Review

Cypress Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2019 at 3,969 shares worth $345K. The position accounts for 0.39% of the portfolio, ranked #57.

Cypress Wealth Advisors first reported a position in VNQ in Q2 2015 and has held it in 16 quarters since. The position peaked at $5.59M in Q4 2016. 1,175 funds tracked by Wall St. Rank hold VNQ as of Q1 2019.

Cypress Wealth Advisors held 3,969 shares of Vanguard Real Estate ETF worth $345K as of Q1 2019.
Cypress Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q1 2019.
Vanguard Real Estate ETF made up 0.39% of Cypress Wealth Advisors's portfolio in Q1 2019, its #57 holding.
Cypress Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Vanguard Real Estate ETF position peaked at $5.59M in Q4 2016.
1,175 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.