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Julex Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Julex Capital 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
Q3 		$152K Buy
1,626
+918
+130% +$83.3K 0.36% 16
2019
Q2 		$61K Sell
708
-1,036
-59% -$90.7K 0.07% 18
2019
Q1 		$152K Buy
1,744
+817
+88% +$67.5K 0.13% 16
2018
Q4 		$69K Buy
+927
New +$73K 0.04% 13

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Julex Capital Management's VNQ Position: Q3 2019 in Review

Julex Capital Management increased its Vanguard Real Estate ETF (VNQ) stake by 130% in Q3 2019, buying an estimated $83.3K and bringing the position to 1,626 shares worth $152K. The position accounts for 0.36% of the portfolio, ranked #16.

Julex Capital Management first reported a position in VNQ in Q4 2018 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q3 2019.

  • Julex Capital Management held 1,626 shares of Vanguard Real Estate ETF worth $152K as of Q3 2019.
  • Julex Capital Management bought 918 Vanguard Real Estate ETF shares in Q3 2019, an estimated $83.3K.
  • Vanguard Real Estate ETF made up 0.36% of Julex Capital Management's portfolio in Q3 2019, its #16 holding.
  • Julex Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.