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Loeb Partners Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

Loeb Partners Corp’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
Q1 		– Sell
-2,500
Closed – – 277
2018
Q4 		$0 Buy
+2,500
New +$197K ﹤0.01% 326
2018
Q3 		– Sell
-10,000
Closed -$814K – 170
2018
Q2 		$814K Buy
+10,000
New +$775K 0.21% 101

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MTWSIF
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JP Morgan Chase
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Loeb Partners Corp's VNQ Position: Q1 2019 in Review

Loeb Partners Corp sold out of Vanguard Real Estate ETF (VNQ) in Q1 2019, closing a stake of 2,500 shares.

Loeb Partners Corp first reported a position in VNQ in Q2 2018 and held it in 2 quarters. The position peaked at $814K in Q2 2018. 1,174 funds tracked by Wall St. Rank hold VNQ as of Q1 2019.

  • Loeb Partners Corp reported no remaining Vanguard Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 2,500 Vanguard Real Estate ETF shares in Q1 2019.
  • Loeb Partners Corp first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Loeb Partners Corp's Vanguard Real Estate ETF position peaked at $814K in Q2 2018.
  • 1,174 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.