MWPCG
VMRK

Measured Wealth Private Client Group’s Vivmark Residential VMRK Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-540
Closed -$36K – 280
2018
Q3 		$36K Buy
+540
New +$35.7K 0.02% 421

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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

Measured Wealth Private Client Group's VMRK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vivmark Residential (VMRK) in Q4 2018, closing a stake of 540 shares — an estimated $36K sold.

Measured Wealth Private Client Group first reported a position in VMRK in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 545 funds tracked by Wall St. Rank hold VMRK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Vivmark Residential position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 540 Vivmark Residential shares in Q4 2018, an estimated $36K.
  • Measured Wealth Private Client Group first reported a position in Vivmark Residential in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Vivmark Residential position peaked at $36K in Q3 2018.
  • 545 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.