Fiduciary Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Fiduciary Wealth Partners’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	-2,622	Closed	-$217K	–	13
2017 Q1	$217K	Sell	2,622 -939	-26%	-$77.9K	0.22%	14
2016 Q4	$297K	Sell	3,561 -345	-9%	-$28.1K	0.3%	12
2016 Q3	$339K	Buy	3,906 +390	+11%	+$34.8K	0.34%	10
2016 Q2	$312K	Buy	3,516 +1,908	+119%	+$160K	0.33%	11
2016 Q1	$135K	Sell	1,608 -980	-38%	-$76.3K	0.14%	14
2015 Q4	$128K	Buy	+2,588	New	+$205K	0.11%	13

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Wealth Partners's VNQ Position: Q2 2017 in Review

Fiduciary Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2017, closing a stake of 2,622 shares — an estimated $217K sold.

Fiduciary Wealth Partners first reported a position in VNQ in Q4 2015 and held it in 6 quarters. The position peaked at $339K in Q3 2016. 931 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

Fiduciary Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Fiduciary Wealth Partners sold 2,622 Vanguard Real Estate ETF shares in Q2 2017, an estimated $217K.
Fiduciary Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 6 quarters.
Fiduciary Wealth Partners's Vanguard Real Estate ETF position peaked at $339K in Q3 2016.
931 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2017, filed 8 Aug 2017.