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INR Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

INR Advisory Services’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
2018
Q3 		– Sell
-1,492
Closed -$122K – 101
2018
Q2 		$122K Hold
1,492
– – 0.02% 14
2018
Q1 		$113K Sell
1,492
-889
-37% -$68K 0.02% 14
2017
Q4 		$198K Sell
2,381
-176
-7% -$14.7K 0.03% 10
2017
Q3 		$212K Hold
2,557
– – 0.03% 10
2017
Q2 		$213K Hold
2,557
– – 0.03% 10
2017
Q1 		$211K Sell
2,557
-237
-8% -$19.7K 0.03% 21
2016
Q4 		$231K Hold
2,794
– – 0.04% 21
2016
Q3 		$242K Hold
2,794
– – 0.04% 20
2016
Q2 		$248K Hold
2,794
– – 0.05% 20
2016
Q1 		$234K Hold
2,794
– – 0.04% 20
2015
Q4 		$223K Hold
2,794
– – 0.04% 20
2015
Q3 		$211K Hold
2,794
– – 0.04% 20
2015
Q2 		$209K Sell
2,794
-797
-22% -$63.7K 0.04% 21
2015
Q1 		$303K Sell
3,591
-1,179
-25% -$100K 0.05% 21
2014
Q4 		$386K Sell
4,770
-2,647
-36% -$208K 0.07% 24
2014
Q3 		$533K Sell
7,417
-242
-3% -$18.3K 0.11% 27
2014
Q2 		$573K Sell
7,659
-5,289
-41% -$389K 0.12% 27
2014
Q1 		$914K Sell
12,948
-190,726
-94% -$13.1M 0.2% 23
2013
Q4 		$13.1M Buy
203,674
+31,792
+18% +$2.13M 3.05% 9
2013
Q3 		$11.4M Buy
171,882
+7,001
+4% +$476K 3% 9
2013
Q2 		$11.3M Buy
+164,881
New +$12M 3.1% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

INR Advisory Services's VNQ Position: Q3 2018 in Review

INR Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 1,492 shares — an estimated $122K sold.

INR Advisory Services first reported a position in VNQ in Q2 2013 and held it in 21 quarters. The position peaked at $13.1M in Q4 2013. 1,036 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • INR Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • INR Advisory Services sold 1,492 Vanguard Real Estate ETF shares in Q3 2018, an estimated $122K.
  • INR Advisory Services first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 21 quarters.
  • INR Advisory Services's Vanguard Real Estate ETF position peaked at $13.1M in Q4 2013.
  • 1,036 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.