Kanaly Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Kanaly Trust’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
2016 Q4	$15K	Hold	183	–	–	﹤0.01%	485
2016 Q3	$16K	Hold	183	–	–	﹤0.01%	461
2016 Q2	$16K	Hold	183	–	–	﹤0.01%	460
2016 Q1	$15K	Hold	183	–	–	﹤0.01%	492
2015 Q4	$15K	Hold	183	–	–	﹤0.01%	488
2015 Q3	$14K	Hold	183	–	–	﹤0.01%	501
2015 Q2	$14K	Hold	183	–	–	﹤0.01%	515
2015 Q1	$15K	Sell	183 -555	-75%	-$47.1K	﹤0.01%	428
2014 Q4	$60K	Hold	738	–	–	0.01%	278
2014 Q3	$53K	Hold	738	–	–	0.01%	294
2014 Q2	$55K	Buy	738 +183	+33%	+$13.5K	0.01%	296
2014 Q1	$39K	Hold	555	–	–	0.01%	323
2013 Q4	$36K	Buy	+555	New	+$37.1K	0.01%	330

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kanaly Trust's VNQ Position: Q4 2016 in Review

Kanaly Trust held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2016 at 183 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Kanaly Trust first reported a position in VNQ in Q4 2013 and has held it in 13 quarters since. The position peaked at $60K in Q4 2014. 904 funds tracked by Wall St. Rank hold VNQ as of Q4 2016.

Kanaly Trust held 183 shares of Vanguard Real Estate ETF worth $15K as of Q4 2016.
Kanaly Trust left its Vanguard Real Estate ETF share count unchanged in Q4 2016.
Vanguard Real Estate ETF made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #485 holding.
Kanaly Trust first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Vanguard Real Estate ETF position peaked at $60K in Q4 2014.
904 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.