Paloma Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Paloma 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
2020 Q4	–	Sell	-5,024	Closed	-$397K	–	2267
2020 Q3	$397K	Buy	+5,024	New	+$403K	0.01%	1313
2016 Q3	–	Sell	-3,700	Closed	-$328K	–	2151
2016 Q2	$328K	Buy	+3,700	New	+$311K	﹤0.01%	1727
2014 Q4	–	Sell	-5,000	Closed	-$359K	–	1389
2014 Q3	$359K	Buy	+5,000	New	+$377K	0.02%	657

Other funds holding VNQ

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

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

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

PCA

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Paloma Partners's VNQ Position: Q4 2020 in Review

Paloma Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 5,024 shares — an estimated $397K sold.

Paloma Partners first reported a position in VNQ in Q3 2014 and held it in 3 quarters. The position peaked at $397K in Q3 2020. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Paloma Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Paloma Partners sold 5,024 Vanguard Real Estate ETF shares in Q4 2020, an estimated $397K.
Paloma Partners first reported a position in Vanguard Real Estate ETF in Q3 2014 and held it in 3 quarters.
Paloma Partners's Vanguard Real Estate ETF position peaked at $397K in Q3 2020.
1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Paloma Partners's 13F filing for Q4 2020, filed 16 Feb 2021.