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Peak Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Peak Asset 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
2015
Q3 		– Sell
-4,539
Closed -$339K – 126
2015
Q2 		$339K Hold
4,539
– – 0.18% 90
2015
Q1 		$383K Sell
4,539
-555
-11% -$47.1K 0.19% 82
2014
Q4 		$413K Buy
+5,094
New +$400K 0.22% 76

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
Edelman Financial Services
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Windhaven Investment Management
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Peak Asset Management's VNQ Position: Q3 2015 in Review

Peak Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2015, closing a stake of 4,539 shares — an estimated $339K sold.

Peak Asset Management first reported a position in VNQ in Q4 2014 and held it in 3 quarters. The position peaked at $413K in Q4 2014. 703 funds tracked by Wall St. Rank hold VNQ as of Q3 2015.

  • Peak Asset Management reported no remaining Vanguard Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Peak Asset Management sold 4,539 Vanguard Real Estate ETF shares in Q3 2015, an estimated $339K.
  • Peak Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 3 quarters.
  • Peak Asset Management's Vanguard Real Estate ETF position peaked at $413K in Q4 2014.
  • 703 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2015.

Based on Peak Asset Management's 13F filing for Q3 2015, filed 13 Nov 2015.