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Gupta Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$877K Sell
10,464
-1,013
-9% -$78.9K 0.21% 101
2015
Q4 		$915K Buy
11,477
+8,913
+348% +$706K 0.23% 94
2015
Q3 		$194K Buy
2,564
+184
+8% +$14.1K 0.05% 254
2015
Q2 		$178K Sell
2,380
-679
-22% -$54.3K 0.04% 271
2015
Q1 		$258K Buy
+3,059
New +$260K 0.08% 193

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's VNQ Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 8.8% in Q1 2016, selling an estimated $78.9K and leaving 10,464 shares worth $877K. The position accounts for 0.21% of the portfolio, ranked #101.

Gupta Wealth Management first reported a position in VNQ in Q1 2015 and has held it in 5 quarters since. The position peaked at $915K in Q4 2015. 791 funds tracked by Wall St. Rank hold VNQ as of Q1 2016.

  • Gupta Wealth Management held 10,464 shares of Vanguard Real Estate ETF worth $877K as of Q1 2016.
  • Gupta Wealth Management sold 1,013 Vanguard Real Estate ETF shares in Q1 2016, an estimated $78.9K.
  • Vanguard Real Estate ETF made up 0.21% of Gupta Wealth Management's portfolio in Q1 2016, its #101 holding.
  • Gupta Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Real Estate ETF position peaked at $915K in Q4 2015.
  • 791 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.