Rikoon Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Rikoon Group’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
2020 Q3	–	Sell	-3,676	Closed	-$289K	–	222
2020 Q2	$289K	Sell	3,676 -811	-18%	-$61.5K	0.1%	169
2020 Q1	$313K	Hold	4,487	–	–	0.13%	138
2019 Q4	$416K	Buy	4,487 +88	+2%	+$8.15K	0.14%	139
2019 Q3	$410K	Buy	4,399 +819	+23%	+$74.3K	0.15%	136
2019 Q2	$316K	Buy	+3,580	New	+$313K	0.12%	155
2018 Q4	–	Sell	-3,019	Closed	-$243K	–	209
2018 Q3	$243K	Sell	3,019 -1,067	-26%	-$87.9K	0.09%	186
2018 Q2	$333K	Sell	4,086 -712	-15%	-$55.2K	0.13%	154
2018 Q1	$357K	Buy	+4,798	New	+$367K	0.14%	142
2017 Q3	–	Sell	-2,719	Closed	-$226K	–	168
2017 Q2	$226K	Hold	2,719	–	–	0.1%	157
2017 Q1	$225K	Buy	+2,719	New	+$226K	0.1%	160

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Rikoon Group's VNQ Position: Q3 2020 in Review

Rikoon Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 3,676 shares — an estimated $289K sold.

Rikoon Group first reported a position in VNQ in Q1 2017 and held it in 10 quarters. The position peaked at $416K in Q4 2019. 1,198 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Rikoon Group reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Rikoon Group sold 3,676 Vanguard Real Estate ETF shares in Q3 2020, an estimated $289K.
Rikoon Group first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 10 quarters.
Rikoon Group's Vanguard Real Estate ETF position peaked at $416K in Q4 2019.
1,198 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Rikoon Group's 13F filing for Q3 2020, filed 23 Oct 2020.