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Robertson Stephens Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Robertson Stephens Advisors’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
2017
Q3 		$1.02M Buy
12,303
+3,011
+32% +$252K 0.88% 28
2017
Q2 		$773K Sell
9,292
-2,425
-21% -$202K 0.69% 31
2017
Q1 		$976K Sell
11,717
-55,160
-82% -$4.58M 0.87% 28
2016
Q4 		$5.52M Buy
+66,877
New +$5.45M 3.14% 4

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Robertson Stephens Advisors's VNQ Position: Q3 2017 in Review

Robertson Stephens Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 32% in Q3 2017, buying an estimated $252K and bringing the position to 12,303 shares worth $1.02M. The position accounts for 0.88% of the portfolio, ranked #28.

Robertson Stephens Advisors first reported a position in VNQ in Q4 2016 and has held it in 4 quarters since. The position peaked at $5.52M in Q4 2016. 943 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

  • Robertson Stephens Advisors held 12,303 shares of Vanguard Real Estate ETF worth $1.02M as of Q3 2017.
  • Robertson Stephens Advisors bought 3,011 Vanguard Real Estate ETF shares in Q3 2017, an estimated $252K.
  • Vanguard Real Estate ETF made up 0.88% of Robertson Stephens Advisors's portfolio in Q3 2017, its #28 holding.
  • Robertson Stephens Advisors first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's Vanguard Real Estate ETF position peaked at $5.52M in Q4 2016.
  • 943 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.