O'Brien Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-1,646	Closed	-$133K	–	193
2018 Q3	$133K	Buy	1,646 +646	+65%	+$53.2K	0.09%	46
2018 Q2	$81K	Sell	1,000 -1	-0.1%	-$77	0.06%	31
2018 Q1	$76K	Buy	+1,001	New	+$76.6K	0.05%	50

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

O'Brien Wealth Partners's VNQ Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 1,646 shares — an estimated $133K sold.

O'Brien Wealth Partners first reported a position in VNQ in Q1 2018 and held it in 3 quarters. The position peaked at $133K in Q3 2018. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

O'Brien Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 1,646 Vanguard Real Estate ETF shares in Q4 2018, an estimated $133K.
O'Brien Wealth Partners first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Vanguard Real Estate ETF position peaked at $133K in Q3 2018.
1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.