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McAdams Wright Ragen’s Vanguard Real Estate ETF VNQ Stock Holding History

McAdams Wright Ragen’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
2013
Q4 		– Sell
-3,666
Closed -$242K – 392
2013
Q3 		$242K Sell
3,666
-5,613
-60% -$381K 0.02% 293
2013
Q2 		$638K Buy
+9,279
New +$674K 0.05% 198

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
Morgan Stanley
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McAdams Wright Ragen's VNQ Position: Q4 2013 in Review

McAdams Wright Ragen sold out of Vanguard Real Estate ETF (VNQ) in Q4 2013, closing a stake of 3,666 shares — an estimated $242K sold.

McAdams Wright Ragen first reported a position in VNQ in Q2 2013 and held it in 2 quarters. The position peaked at $638K in Q2 2013. 544 funds tracked by Wall St. Rank hold VNQ as of Q4 2013.

  • McAdams Wright Ragen reported no remaining Vanguard Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • McAdams Wright Ragen sold 3,666 Vanguard Real Estate ETF shares in Q4 2013, an estimated $242K.
  • McAdams Wright Ragen first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 2 quarters.
  • McAdams Wright Ragen's Vanguard Real Estate ETF position peaked at $638K in Q2 2013.
  • 544 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2013.

Based on McAdams Wright Ragen's 13F filing for Q4 2013, filed 11 Feb 2014.