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Moody Lynn & Lieberson’s Vanguard Real Estate ETF VNQ Stock Holding History

Moody Lynn & Lieberson’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
2016
Q4 		– Sell
-5,798
Closed -$503K – 183
2016
Q3 		$503K Buy
5,798
+191
+3% +$17K 0.08% 111
2016
Q2 		$497K Buy
+5,607
New +$471K 0.09% 101
2015
Q3 		– Sell
-4,550
Closed -$340K – 199
2015
Q2 		$340K Buy
+4,550
New +$364K 0.05% 151

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moody Lynn & Lieberson's VNQ Position: Q4 2016 in Review

Moody Lynn & Lieberson sold out of Vanguard Real Estate ETF (VNQ) in Q4 2016, closing a stake of 5,798 shares — an estimated $503K sold.

Moody Lynn & Lieberson first reported a position in VNQ in Q2 2015 and held it in 3 quarters. The position peaked at $503K in Q3 2016. 904 funds tracked by Wall St. Rank hold VNQ as of Q4 2016.

  • Moody Lynn & Lieberson reported no remaining Vanguard Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 5,798 Vanguard Real Estate ETF shares in Q4 2016, an estimated $503K.
  • Moody Lynn & Lieberson first reported a position in Vanguard Real Estate ETF in Q2 2015 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Vanguard Real Estate ETF position peaked at $503K in Q3 2016.
  • 904 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2016, filed 25 Jan 2017.