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MYCIO Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

MYCIO Wealth Partners’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-230
Closed -$14K – 382
2019
Q4 		$14K Buy
230
+30
+15% +$1.8K ﹤0.01% 445
2019
Q3 		$12K Hold
200
– – ﹤0.01% 429
2019
Q2 		$12K Buy
+200
New +$11.7K ﹤0.01% 385

Other funds holding VNQI

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PCA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYCIO Wealth Partners's VNQI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2020, closing a stake of 230 shares — an estimated $14K sold.

MYCIO Wealth Partners first reported a position in VNQI in Q2 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 334 funds tracked by Wall St. Rank hold VNQI as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 230 Vanguard Global ex-US Real Estate ETF shares in Q1 2020, an estimated $14K.
  • MYCIO Wealth Partners first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's Vanguard Global ex-US Real Estate ETF position peaked at $14K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.