Keel Point Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Keel Point Advisors’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
2014 Q4	$18.4M	Buy	+226,732	New	+$17.8M	14.77%	2

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Keel Point Advisors's VNQ Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2014: 226,732 shares worth $18.4M. The stake represents 14.77% of the portfolio and ranks #2 among its holdings.

717 funds tracked by Wall St. Rank hold VNQ as of Q4 2014.

Keel Point Advisors held 226,732 shares of Vanguard Real Estate ETF worth $18.4M as of Q4 2014.
Vanguard Real Estate ETF was a new Keel Point Advisors position in Q4 2014.
Vanguard Real Estate ETF made up 14.77% of Keel Point Advisors's portfolio in Q4 2014, its #2 holding.
717 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.