Independent Portfolio Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

Independent Portfolio Consultants’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
2015 Q4	–	Sell	-415	Closed	-$31K	–	809
2015 Q3	$31K	Sell	415 -50	-11%	-$3.84K	0.01%	645
2015 Q2	$35K	Sell	465 -245	-35%	-$19.6K	0.01%	669
2015 Q1	$60K	Sell	710 -150	-17%	-$12.7K	0.01%	587
2014 Q4	$70K	Hold	860	–	–	0.01%	583
2014 Q3	$62K	Hold	860	–	–	0.02%	613
2014 Q2	$64K	Buy	+860	New	+$63.2K	0.02%	605

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $789M AUM 73.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Portfolio Consultants's VNQ Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Vanguard Real Estate ETF (VNQ) in Q4 2015, closing a stake of 415 shares — an estimated $31K sold.

Independent Portfolio Consultants first reported a position in VNQ in Q2 2014 and held it in 6 quarters. The position peaked at $70K in Q4 2014. 769 funds tracked by Wall St. Rank hold VNQ as of Q4 2015.

Independent Portfolio Consultants reported no remaining Vanguard Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 415 Vanguard Real Estate ETF shares in Q4 2015, an estimated $31K.
Independent Portfolio Consultants first reported a position in Vanguard Real Estate ETF in Q2 2014 and held it in 6 quarters.
Independent Portfolio Consultants's Vanguard Real Estate ETF position peaked at $70K in Q4 2014.
769 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.