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FinTrust Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

FinTrust Investment Advisory Services’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
2018
Q1 		$343K Buy
4,549
+864
+23% +$66.1K 0.31% 63
2017
Q4 		$306K Sell
3,685
-86
-2% -$7.21K 0.27% 79
2017
Q3 		$313K Buy
+3,771
New +$315K 0.3% 78

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MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FinTrust Investment Advisory Services's VNQ Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Vanguard Real Estate ETF (VNQ) stake by 23% in Q1 2018, buying an estimated $66.1K and bringing the position to 4,549 shares worth $343K. The position accounts for 0.31% of the portfolio, ranked #63.

FinTrust Investment Advisory Services first reported a position in VNQ in Q3 2017 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold VNQ as of Q1 2018.

  • FinTrust Investment Advisory Services held 4,549 shares of Vanguard Real Estate ETF worth $343K as of Q1 2018.
  • FinTrust Investment Advisory Services bought 864 Vanguard Real Estate ETF shares in Q1 2018, an estimated $66.1K.
  • Vanguard Real Estate ETF made up 0.31% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #63 holding.
  • FinTrust Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 3 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.