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Psagot Value Holdings’s Vanguard Real Estate ETF VNQ Stock Holding History

Psagot Value Holdings’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
-1,800
Closed -$147K – 387
2018
Q2 		$147K Hold
1,800
– – 0.01% 229
2018
Q1 		$136K Hold
1,800
– – 0.01% 248
2017
Q4 		$149K Hold
1,800
– – 0.01% 217
2017
Q3 		$150K Hold
1,800
– – 0.01% 234
2017
Q2 		$150K Hold
1,800
– – 0.01% 221
2017
Q1 		$149K Sell
1,800
-19
-1% -$1.58K 0.01% 226
2016
Q4 		$150K Buy
1,819
+19
+1% +$1.55K 0.01% 210
2016
Q3 		$156K Sell
1,800
-7
-0.4% -$624 0.01% 211
2016
Q2 		$160K Buy
1,807
+1,207
+201% +$101K 0.01% 208
2016
Q1 		$50K Sell
600
-500
-45% -$38.9K ﹤0.01% 297
2015
Q4 		$88K Hold
1,100
– – ﹤0.01% 296
2015
Q3 		$83K Sell
1,100
-215
-16% -$16.5K ﹤0.01% 288
2015
Q2 		$98K Buy
1,315
+647
+97% +$51.7K ﹤0.01% 302
2015
Q1 		$56K Buy
668
+268
+67% +$22.8K ﹤0.01% 297
2014
Q4 		$32K Buy
+400
New +$31.4K ﹤0.01% 313
2014
Q3 		– Sell
-318
Closed -$24K – 413
2014
Q2 		$24K Hold
318
– – ﹤0.01% 361
2014
Q1 		$22K Sell
318
-4,161
-93% -$285K ﹤0.01% 431
2013
Q4 		$289K Sell
4,479
-13,430
-75% -$898K 0.01% 244
2013
Q3 		$1.19M Sell
17,909
-2
-0% -$136 0.04% 147
2013
Q2 		$1.23M Buy
+17,911
New +$1.3M 0.05% 121

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 22.96% 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

Psagot Value Holdings's VNQ Position: Q3 2018 in Review

Psagot Value Holdings sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 1,800 shares — an estimated $147K sold.

Psagot Value Holdings first reported a position in VNQ in Q2 2013 and held it in 20 quarters. The position peaked at $1.23M in Q2 2013. 1,035 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • Psagot Value Holdings reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Psagot Value Holdings sold 1,800 Vanguard Real Estate ETF shares in Q3 2018, an estimated $147K.
  • Psagot Value Holdings first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 20 quarters.
  • Psagot Value Holdings's Vanguard Real Estate ETF position peaked at $1.23M in Q2 2013.
  • 1,035 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Psagot Value Holdings's 13F filing for Q3 2018, filed 5 Nov 2018.