MCM
VNQ icon

Murphy Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Murphy Capital Management’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
Q2 		– Sell
-13,983
Closed -$1.17M – 316
2016
Q1 		$1.17M Buy
13,983
+483
+4% +$37.6K 0.18% 114
2015
Q4 		$1.08M Buy
+13,500
New +$1.07M 0.16% 122
2015
Q1 		– Sell
-38,130
Closed -$3.09M – 351
2014
Q4 		$3.09M Buy
38,130
+1,985
+5% +$156K 0.47% 57
2014
Q3 		$2.6M Buy
36,145
+1,206
+3% +$91K 0.4% 70
2014
Q2 		$2.61M Buy
34,939
+59
+0.2% +$4.34K 0.41% 68
2014
Q1 		$2.46M Buy
34,880
+4,915
+16% +$336K 0.41% 70
2013
Q4 		$1.93M Sell
29,965
-1,141
-4% -$76.3K 0.34% 80
2013
Q3 		$2.06M Buy
31,106
+431
+1% +$29.3K 0.39% 74
2013
Q2 		$2.11M Buy
+30,675
New +$2.23M 0.43% 69

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return