Mountain Capital Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Mountain Capital Investment Advisors’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
2019 Q4	–	Sell	-2,827	Closed	-$264K	–	60
2019 Q3	$264K	Buy	2,827 +41	+1%	+$3.72K	0.23%	38
2019 Q2	$253K	Hold	2,786	–	–	0.24%	40
2019 Q1	$242K	Hold	2,786	–	–	0.26%	42
2018 Q4	$208K	Sell	2,786 -259	-9%	-$20.4K	0.29%	29
2018 Q3	$246K	Buy	3,045 +260	+9%	+$21.4K	0.24%	38
2018 Q2	$227K	Buy	2,785 +1	+0%	+$77	0.22%	38
2018 Q1	$210K	Hold	2,784	–	–	0.23%	32
2017 Q4	$231K	Hold	2,784	–	–	0.22%	32
2017 Q3	$231K	Hold	2,784	–	–	0.21%	30
2017 Q2	$232K	Buy	+2,784	New	+$232K	0.23%	33

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Mountain Capital Investment Advisors's VNQ Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 2,827 shares — an estimated $264K sold.

Mountain Capital Investment Advisors first reported a position in VNQ in Q2 2017 and held it in 10 quarters. The position peaked at $264K in Q3 2019. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 2,827 Vanguard Real Estate ETF shares in Q4 2019, an estimated $264K.
Mountain Capital Investment Advisors first reported a position in Vanguard Real Estate ETF in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's Vanguard Real Estate ETF position peaked at $264K in Q3 2019.
1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.