JFS Wealth Advisors’s Vivmark Residential VMRK Stock Holding History

JFS Wealth Advisors’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-38	Closed	-$3K	–	515
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	431
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	431
2019 Q2	$3K	Hold	38	–	–	﹤0.01%	417
2019 Q1	$3K	Hold	38	–	–	﹤0.01%	419
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	408
2018 Q3	$3K	Hold	38	–	–	﹤0.01%	482
2018 Q2	$2K	Hold	38	–	–	﹤0.01%	431
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	477
2017 Q4	$2K	Hold	38	–	–	﹤0.01%	484
2017 Q3	$3K	Hold	38	–	–	﹤0.01%	408
2017 Q2	$3K	Buy	+38	New	+$2.48K	﹤0.01%	387

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JFS Wealth Advisors's VMRK Position: Q1 2020 in Review

JFS Wealth Advisors sold out of Vivmark Residential (VMRK) in Q1 2020, closing a stake of 38 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in VMRK in Q2 2017 and held it in 11 quarters. The position peaked at $3K in Q4 2019. 557 funds tracked by Wall St. Rank hold VMRK as of Q1 2020.

JFS Wealth Advisors reported no remaining Vivmark Residential position as of Q1 2020 after selling out during the quarter.
JFS Wealth Advisors sold 38 Vivmark Residential shares in Q1 2020, an estimated $3K.
JFS Wealth Advisors first reported a position in Vivmark Residential in Q2 2017 and held it in 11 quarters.
JFS Wealth Advisors's Vivmark Residential position peaked at $3K in Q4 2019.
557 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2020.

Based on JFS Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.