Michael J. Puzo’s Vanguard Real Estate ETF VNQ Stock Holding History

Michael J. Puzo’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
2015 Q4	–	Sell	-1,585	Closed	-$120K	–	112
2015 Q3	$120K	Hold	1,585	–	–	0.09%	89
2015 Q2	$118K	Hold	1,585	–	–	0.08%	96
2015 Q1	$134K	Buy	+1,585	New	+$135K	0.09%	97
2013 Q3	–	Sell	-3,505	Closed	-$241K	–	74
2013 Q2	$241K	Buy	+3,505	New	+$255K	0.21%	66

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Michael J. Puzo's VNQ Position: Q4 2015 in Review

Michael J. Puzo sold out of Vanguard Real Estate ETF (VNQ) in Q4 2015, closing a stake of 1,585 shares — an estimated $120K sold.

Michael J. Puzo first reported a position in VNQ in Q2 2013 and held it in 4 quarters. The position peaked at $241K in Q2 2013. 769 funds tracked by Wall St. Rank hold VNQ as of Q4 2015.

Michael J. Puzo reported no remaining Vanguard Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Michael J. Puzo sold 1,585 Vanguard Real Estate ETF shares in Q4 2015, an estimated $120K.
Michael J. Puzo first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 4 quarters.
Michael J. Puzo's Vanguard Real Estate ETF position peaked at $241K in Q2 2013.
769 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.