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

DSC 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 Q4	–	Sell	-8,400	Closed	-$783K	–	98
2019 Q3	$783K	Buy	+8,400	New	+$763K	0.15%	45
2016 Q3	–	Sell	-17,460	Closed	-$1.55M	–	75
2016 Q2	$1.55M	Buy	+17,460	New	+$1.47M	0.97%	26
2015 Q1	–	Sell	-53,060	Closed	-$4.3M	–	84
2014 Q4	$4.3M	Buy	+53,060	New	+$4.16M	2.49%	12

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

DSC Advisors's VNQ Position: Q4 2019 in Review

DSC Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 8,400 shares — an estimated $783K sold.

DSC Advisors first reported a position in VNQ in Q4 2014 and held it in 3 quarters. The position peaked at $4.3M in Q4 2014. 1,383 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

DSC Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
DSC Advisors sold 8,400 Vanguard Real Estate ETF shares in Q4 2019, an estimated $783K.
DSC Advisors first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 3 quarters.
DSC Advisors's Vanguard Real Estate ETF position peaked at $4.3M in Q4 2014.
1,383 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on DSC Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.