HFM
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Hartford Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Hartford Financial 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
2019
Q1 		– Sell
-700
Closed -$52K – 391
2018
Q4 		$52K Sell
700
-317
-31% -$25K 0.02% 209
2018
Q3 		$82K Hold
1,017
– – 0.03% 201
2018
Q2 		$83K Buy
1,017
+182
+22% +$14.1K 0.03% 204
2018
Q1 		$63K Sell
835
-10,757
-93% -$823K 0.03% 170
2017
Q4 		$961K Sell
11,592
-1,627
-12% -$136K 0.47% 62
2017
Q3 		$1.1M Sell
13,219
-895
-6% -$74.8K 0.56% 56
2017
Q2 		$1.17M Sell
14,114
-1,749
-11% -$146K 0.53% 64
2017
Q1 		$1.31M Sell
15,863
-399
-2% -$33.1K 0.79% 42
2016
Q4 		$1.34M Sell
16,262
-4,170
-20% -$340K 0.8% 43
2016
Q3 		$1.77M Buy
20,432
+225
+1% +$20.1K 1.08% 35
2016
Q2 		$1.79M Buy
20,207
+602
+3% +$50.6K 1.08% 34
2016
Q1 		$1.64M Sell
19,605
-3,091
-14% -$241K 1.02% 38
2015
Q4 		$1.81M Sell
22,696
-1,949
-8% -$154K 1.13% 31
2015
Q3 		$1.86M Buy
24,645
+2,615
+12% +$201K 1.24% 28
2015
Q2 		$1.65M Buy
22,030
+1,062
+5% +$84.9K 0.96% 41
2015
Q1 		$1.77M Buy
+20,968
New +$1.78M 1.09% 38

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hartford Financial Management's VNQ Position: Q1 2019 in Review

Hartford Financial Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2019, closing a stake of 700 shares — an estimated $52K sold.

Hartford Financial Management first reported a position in VNQ in Q1 2015 and held it in 16 quarters. The position peaked at $1.86M in Q3 2015. 1,175 funds tracked by Wall St. Rank hold VNQ as of Q1 2019.

  • Hartford Financial Management reported no remaining Vanguard Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Hartford Financial Management sold 700 Vanguard Real Estate ETF shares in Q1 2019, an estimated $52K.
  • Hartford Financial Management first reported a position in Vanguard Real Estate ETF in Q1 2015 and held it in 16 quarters.
  • Hartford Financial Management's Vanguard Real Estate ETF position peaked at $1.86M in Q3 2015.
  • 1,175 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2019.

Based on Hartford Financial Management's 13F filing for Q1 2019, filed 8 May 2019.