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GlobalBridge’s Vanguard Real Estate ETF VNQ Stock Holding History

GlobalBridge’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
Q1 		$221K Buy
+3,126
New +$214K 0.1% 303
2013
Q4 		– Sell
-3,654
Closed -$242K – 350
2013
Q3 		$242K Buy
3,654
+553
+18% +$37.6K 0.13% 259
2013
Q2 		$213K Buy
+3,101
New +$225K 0.12% 286

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GlobalBridge's VNQ Position: Q1 2014 in Review

GlobalBridge opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2014: 3,126 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #303 among its holdings. This is a return to the name: GlobalBridge previously reported a position in VNQ as recently as Q3 2013.

GlobalBridge first reported a position in VNQ in Q2 2013 and has held it in 3 quarters since. The position peaked at $242K in Q3 2013. 588 funds tracked by Wall St. Rank hold VNQ as of Q1 2014.

  • GlobalBridge held 3,126 shares of Vanguard Real Estate ETF worth $221K as of Q1 2014.
  • Vanguard Real Estate ETF was a new GlobalBridge position in Q1 2014.
  • Vanguard Real Estate ETF made up 0.1% of GlobalBridge's portfolio in Q1 2014, its #303 holding.
  • GlobalBridge first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 3 quarters since.
  • GlobalBridge's Vanguard Real Estate ETF position peaked at $242K in Q3 2013.
  • 588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.