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Patriot Wealth Management’s Vornado Realty Trust VNO Stock Holding History

Patriot Wealth Management’s Portfolio VNO Stock Details VNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$4.43M Sell
71,489
-2,459
-3% -$168K 0.65% 52
2018
Q3 		$5.4M Buy
73,948
+1,591
+2% +$118K 0.68% 54
2018
Q2 		$5.35M Buy
72,357
+2,616
+4% +$181K 0.73% 49
2018
Q1 		$4.69M Buy
69,741
+2,022
+3% +$140K 0.67% 54
2017
Q4 		$5.29M Buy
67,719
+1,152
+2% +$88.2K 0.75% 50
2017
Q3 		$5.12M Buy
+66,567
New +$5.08M 0.83% 43

Other funds holding VNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Patriot Wealth Management's VNO Position: Q4 2018 in Review

Patriot Wealth Management reduced its Vornado Realty Trust (VNO) stake by 3.3% in Q4 2018, selling an estimated $168K and leaving 71,489 shares worth $4.43M. The position accounts for 0.65% of the portfolio, ranked #52.

Patriot Wealth Management first reported a position in VNO in Q3 2017 and has held it in 6 quarters since. The position peaked at $5.4M in Q3 2018. 435 funds tracked by Wall St. Rank hold VNO as of Q4 2018.

  • Patriot Wealth Management held 71,489 shares of Vornado Realty Trust worth $4.43M as of Q4 2018.
  • Patriot Wealth Management sold 2,459 Vornado Realty Trust shares in Q4 2018, an estimated $168K.
  • Vornado Realty Trust made up 0.65% of Patriot Wealth Management's portfolio in Q4 2018, its #52 holding.
  • Patriot Wealth Management first reported a position in Vornado Realty Trust in Q3 2017 and has held it in 6 quarters since.
  • Patriot Wealth Management's Vornado Realty Trust position peaked at $5.4M in Q3 2018.
  • 435 funds tracked by Wall St. Rank held Vornado Realty Trust as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.