LC
VMRK

Lourd Capital’s Vivmark Residential VMRK Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-5,692
Closed -$376K – 179
2018
Q4 		$376K Buy
5,692
+228
+4% +$15.3K 0.03% 155
2018
Q3 		$362K Buy
+5,464
New +$361K 0.02% 183
2018
Q1 		– Sell
-11,773
Closed -$751K – 183
2017
Q4 		$751K Buy
+11,773
New +$786K 0.05% 100

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Lourd Capital's VMRK Position: Q1 2019 in Review

Lourd Capital sold out of Vivmark Residential (VMRK) in Q1 2019, closing a stake of 5,692 shares — an estimated $376K sold.

Lourd Capital first reported a position in VMRK in Q4 2017 and held it in 3 quarters. The position peaked at $751K in Q4 2017. 536 funds tracked by Wall St. Rank hold VMRK as of Q1 2019.

  • Lourd Capital reported no remaining Vivmark Residential position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 5,692 Vivmark Residential shares in Q1 2019, an estimated $376K.
  • Lourd Capital first reported a position in Vivmark Residential in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Vivmark Residential position peaked at $751K in Q4 2017.
  • 536 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.