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

Peak Capital 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
Q3 		– Sell
-555
Closed -$45K – 173
2018
Q2 		$45K Buy
+555
New +$43K 0.03% 87

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MTWSIF
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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Peak Capital Management's VNQ Position: Q3 2018 in Review

Peak Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 555 shares — an estimated $45K sold.

Peak Capital Management first reported a position in VNQ in Q2 2018 and held it in 1 quarter. The position peaked at $45K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • Peak Capital Management reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 555 Vanguard Real Estate ETF shares in Q3 2018, an estimated $45K.
  • Peak Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 1 quarter.
  • Peak Capital Management's Vanguard Real Estate ETF position peaked at $45K in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.