OIM
VNQ icon

Orca Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Orca Investment 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
2018
Q4 		– Sell
-4,752
Closed -$383K – 67
2018
Q3 		$383K Sell
4,752
-330
-6% -$27.2K 0.38% 56
2018
Q2 		$414K Buy
+5,082
New +$394K 0.44% 57

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Orca Investment Management's VNQ Position: Q4 2018 in Review

Orca Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 4,752 shares — an estimated $383K sold.

Orca Investment Management first reported a position in VNQ in Q2 2018 and held it in 2 quarters. The position peaked at $414K in Q2 2018. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

  • Orca Investment Management reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Orca Investment Management sold 4,752 Vanguard Real Estate ETF shares in Q4 2018, an estimated $383K.
  • Orca Investment Management first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Orca Investment Management's Vanguard Real Estate ETF position peaked at $414K in Q2 2018.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Orca Investment Management's 13F filing for Q4 2018, filed 31 Jan 2019.