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Epstein & White Financial’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Epstein & White Financial’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,546
Closed -$208K – 117
2018
Q1 		$208K Buy
+3,546
New +$217K 0.13% 104

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PCA
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VA
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D.E. Shaw & Co
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Epstein & White Financial's VNQI Position: Q2 2018 in Review

Epstein & White Financial sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q2 2018, closing a stake of 3,546 shares — an estimated $208K sold.

Epstein & White Financial first reported a position in VNQI in Q1 2018 and held it in 1 quarter. The position peaked at $208K in Q1 2018. 288 funds tracked by Wall St. Rank hold VNQI as of Q2 2018.

  • Epstein & White Financial reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 3,546 Vanguard Global ex-US Real Estate ETF shares in Q2 2018, an estimated $208K.
  • Epstein & White Financial first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2018 and held it in 1 quarter.
  • Epstein & White Financial's Vanguard Global ex-US Real Estate ETF position peaked at $208K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.