KA
VMRK

Kaizen Advisory’s Vivmark Residential VMRK Stock Holding History

Kaizen Advisory’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
2018
Q4 		$65K Buy
979
+94
+11% +$6.31K 0.05% 277
2018
Q3 		$59K Hold
885
– – 0.03% 304
2018
Q2 		$56K Buy
885
+526
+147% +$32.8K 0.03% 308
2018
Q1 		$22K Hold
359
– – 0.02% 310
2017
Q4 		$23K Buy
+359
New +$24K 0.01% 299

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kaizen Advisory's VMRK Position: Q4 2018 in Review

Kaizen Advisory increased its Vivmark Residential (VMRK) stake by 11% in Q4 2018, buying an estimated $6.31K and bringing the position to 979 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #277.

Kaizen Advisory first reported a position in VMRK in Q4 2017 and has held it in 5 quarters since. 545 funds tracked by Wall St. Rank hold VMRK as of Q4 2018.

  • Kaizen Advisory held 979 shares of Vivmark Residential worth $65K as of Q4 2018.
  • Kaizen Advisory bought 94 Vivmark Residential shares in Q4 2018, an estimated $6.31K.
  • Vivmark Residential made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #277 holding.
  • Kaizen Advisory first reported a position in Vivmark Residential in Q4 2017 and has held it in 5 quarters since.
  • 545 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.