Guardian Capital Advisors (Canada)’s Vanguard Real Estate ETF VNQ Stock Holding History

Guardian Capital Advisors (Canada)’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 Q4	–	Sell	-2,500	Closed	-$209K	–	172
2017 Q3	$209K	Hold	2,500	–	–	0.03%	151
2017 Q2	$206K	Hold	2,500	–	–	0.03%	154
2017 Q1	$208K	Hold	2,500	–	–	0.03%	157
2016 Q4	$211K	Buy	+2,500	New	+$204K	0.03%	160
2015 Q2	–	Sell	-2,500	Closed	-$214K	–	188
2015 Q1	$214K	Sell	2,500 -500	-17%	-$42.5K	0.03%	176
2014 Q4	$259K	Hold	3,000	–	–	0.04%	157
2014 Q3	$217K	Hold	3,000	–	–	0.04%	162
2014 Q2	$210K	Buy	+3,000	New	+$221K	0.04%	169

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s VNQ Position: Q4 2017 in Review

Guardian Capital Advisors (Canada) sold out of Vanguard Real Estate ETF (VNQ) in Q4 2017, closing a stake of 2,500 shares — an estimated $209K sold.

Guardian Capital Advisors (Canada) first reported a position in VNQ in Q2 2014 and held it in 8 quarters. The position peaked at $259K in Q4 2014. 1,047 funds tracked by Wall St. Rank hold VNQ as of Q4 2017.

Guardian Capital Advisors (Canada) reported no remaining Vanguard Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 2,500 Vanguard Real Estate ETF shares in Q4 2017, an estimated $209K.
Guardian Capital Advisors (Canada) first reported a position in Vanguard Real Estate ETF in Q2 2014 and held it in 8 quarters.
Guardian Capital Advisors (Canada)'s Vanguard Real Estate ETF position peaked at $259K in Q4 2014.
1,047 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2017.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2017, filed 14 Feb 2018.