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

Geller 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
-3,085
Closed -$288K – 75
2019
Q3 		$288K Buy
+3,085
New +$280K 0.1% 43
2015
Q1 		– Sell
-50,769
Closed -$4.11M – 44
2014
Q4 		$4.11M Buy
50,769
+18,116
+55% +$1.42M 2.38% 5
2014
Q3 		$2.35M Buy
+32,653
New +$2.46M 1.32% 8

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Geller Advisors's VNQ Position: Q4 2019 in Review

Geller Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 3,085 shares — an estimated $288K sold.

Geller Advisors first reported a position in VNQ in Q3 2014 and held it in 3 quarters. The position peaked at $4.11M in Q4 2014. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

  • Geller Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Geller Advisors sold 3,085 Vanguard Real Estate ETF shares in Q4 2019, an estimated $288K.
  • Geller Advisors first reported a position in Vanguard Real Estate ETF in Q3 2014 and held it in 3 quarters.
  • Geller Advisors's Vanguard Real Estate ETF position peaked at $4.11M in Q4 2014.
  • 1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Geller Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.