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Kelman-Lazarov Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-110
Closed -$9.08K – 252
2016
Q4 		$9.08K Hold
110
– – 0.01% 261
2016
Q3 		$9.23K Hold
110
– – 0.01% 304
2016
Q2 		$9.76K Hold
110
– – 0.01% 285
2016
Q1 		$9K Buy
+110
New +$8.56K 0.01% 293

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelman-Lazarov Inc's VNQ Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Vanguard Real Estate ETF (VNQ) in Q1 2017, closing a stake of 110 shares — an estimated $9.08K sold.

Kelman-Lazarov Inc first reported a position in VNQ in Q1 2016 and held it in 4 quarters. The position peaked at $9.76K in Q2 2016. 945 funds tracked by Wall St. Rank hold VNQ as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Vanguard Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 110 Vanguard Real Estate ETF shares in Q1 2017, an estimated $9.08K.
  • Kelman-Lazarov Inc first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Vanguard Real Estate ETF position peaked at $9.76K in Q2 2016.
  • 945 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.