PRW Wealth Management’s Vivmark Residential VMRK Stock Holding History

PRW Wealth Management’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-116	Closed	-$9K	–	256
2019 Q1	$9K	Hold	116	–	–	0.01%	294
2018 Q4	$8K	Buy	+116	New	+$7.79K	0.01%	305

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PRW Wealth Management's VMRK Position: Q2 2019 in Review

PRW Wealth Management sold out of Vivmark Residential (VMRK) in Q2 2019, closing a stake of 116 shares — an estimated $9K sold.

PRW Wealth Management first reported a position in VMRK in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 549 funds tracked by Wall St. Rank hold VMRK as of Q2 2019.

PRW Wealth Management reported no remaining Vivmark Residential position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 116 Vivmark Residential shares in Q2 2019, an estimated $9K.
PRW Wealth Management first reported a position in Vivmark Residential in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Vivmark Residential position peaked at $9K in Q1 2019.
549 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.