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Santori & Peters Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-242
Closed -$17K – 519
2017
Q4 		$17K Buy
+242
New +$20.3K 0.02% 219

Other funds holding VNQ

Wells Fargo
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Santori & Peters Inc's VNQ Position: Q1 2018 in Review

Santori & Peters Inc sold out of Vanguard Real Estate ETF (VNQ) in Q1 2018, closing a stake of 242 shares — an estimated $17K sold.

Santori & Peters Inc first reported a position in VNQ in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 1,017 funds tracked by Wall St. Rank hold VNQ as of Q1 2018.

  • Santori & Peters Inc reported no remaining Vanguard Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 242 Vanguard Real Estate ETF shares in Q1 2018, an estimated $17K.
  • Santori & Peters Inc first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Vanguard Real Estate ETF position peaked at $17K in Q4 2017.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.