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Founders Bank & Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$155K Hold
1,911
– – 0.08% 117
2014
Q3 		$137K Hold
1,911
– – 0.08% 120
2014
Q2 		$143K Hold
1,911
– – 0.08% 111
2014
Q1 		$135K Sell
1,911
-275
-13% -$18.8K 0.08% 105
2013
Q4 		$146K Buy
2,186
+176
+9% +$11.8K 0.08% 99
2013
Q3 		$133K Hold
2,010
– – 0.07% 100
2013
Q2 		$138K Buy
+2,010
New +$146K 0.07% 94

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Founders Bank & Trust's VNQ Position: Q4 2014 in Review

Founders Bank & Trust held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2014 at 1,911 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #117.

Founders Bank & Trust first reported a position in VNQ in Q2 2013 and has held it in 7 quarters since. 719 funds tracked by Wall St. Rank hold VNQ as of Q4 2014.

  • Founders Bank & Trust held 1,911 shares of Vanguard Real Estate ETF worth $155K as of Q4 2014.
  • Founders Bank & Trust left its Vanguard Real Estate ETF share count unchanged in Q4 2014.
  • Vanguard Real Estate ETF made up 0.08% of Founders Bank & Trust's portfolio in Q4 2014, its #117 holding.
  • Founders Bank & Trust first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.