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VNQ icon

IberiaBank’s Vanguard Real Estate ETF VNQ Stock Holding History

IberiaBank’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
2020
Q2 		$5.45M Sell
69,445
-4,228
-6% -$321K 0.64% 54
2020
Q1 		$5.15M Sell
73,673
-1,793
-2% -$157K 0.68% 51
2019
Q4 		$7M Buy
75,466
+653
+0.9% +$60.5K 0.73% 48
2019
Q3 		$6.98M Sell
74,813
-9,909
-12% -$900K 0.8% 44
2019
Q2 		$7.41M Sell
84,722
-9,198
-10% -$805K 0.82% 44
2019
Q1 		$8.16M Sell
93,920
-4,149
-4% -$343K 0.95% 34
2018
Q4 		$7.31M Buy
98,069
+3,709
+4% +$292K 0.95% 33
2018
Q3 		$7.61M Buy
94,360
+27,945
+42% +$2.3M 0.95% 26
2018
Q2 		$5.41M Buy
66,415
+8,313
+14% +$644K 0.94% 30
2018
Q1 		$4.38M Sell
58,102
-16,866
-22% -$1.29M 0.87% 35
2017
Q4 		$6.14M Buy
74,968
+3,277
+5% +$275K 0.96% 27
2017
Q3 		$6M Buy
71,691
+24,980
+53% +$2.09M 0.99% 31
2017
Q2 		$3.89M Buy
46,711
+14,668
+46% +$1.22M 1.16% 28
2017
Q1 		$2.65M Buy
32,043
+14,198
+80% +$1.18M 0.83% 46
2016
Q4 		$1.47M Sell
17,845
-953
-5% -$77.6K 0.54% 58
2016
Q3 		$1.63M Buy
18,798
+1,349
+8% +$120K 0.7% 49
2016
Q2 		$1.55M Buy
17,449
+623
+4% +$52.4K 0.68% 50
2016
Q1 		$1.41M Sell
16,826
-9,026
-35% -$703K 0.67% 47
2015
Q4 		$2.06M Buy
25,852
+1,253
+5% +$99.2K 0.93% 41
2015
Q3 		$1.86M Buy
24,599
+3,860
+19% +$296K 0.95% 40
2015
Q2 		$1.55M Buy
20,739
+3,270
+19% +$261K 0.69% 50
2015
Q1 		$1.47M Sell
17,469
-6,183
-26% -$525K 0.66% 51
2014
Q4 		$1.92M Buy
23,652
+313
+1% +$24.6K 1.05% 37
2014
Q3 		$1.68M Buy
23,339
+4,280
+22% +$323K 0.94% 44
2014
Q2 		$1.43M Buy
19,059
+1,730
+10% +$127K 0.8% 46
2014
Q1 		$1.22M Sell
17,329
-1,864
-10% -$128K 0.76% 50
2013
Q4 		$1.24M Sell
19,193
-3,984
-17% -$266K 0.81% 47
2013
Q3 		$1.53M Sell
23,177
-4,437
-16% -$302K 1.01% 37
2013
Q2 		$1.9M Buy
+27,614
New +$2.01M 1.43% 22

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IberiaBank's VNQ Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Real Estate ETF (VNQ) stake by 5.7% in Q2 2020, selling an estimated $321K and leaving 69,445 shares worth $5.45M. The position accounts for 0.64% of the portfolio, ranked #54.

IberiaBank first reported a position in VNQ in Q2 2013 and has held it in 29 quarters since. The position peaked at $8.16M in Q1 2019. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

  • IberiaBank held 69,445 shares of Vanguard Real Estate ETF worth $5.45M as of Q2 2020.
  • IberiaBank sold 4,228 Vanguard Real Estate ETF shares in Q2 2020, an estimated $321K.
  • Vanguard Real Estate ETF made up 0.64% of IberiaBank's portfolio in Q2 2020, its #54 holding.
  • IberiaBank first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's Vanguard Real Estate ETF position peaked at $8.16M in Q1 2019.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.