SevenBridge Financial Group’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

SevenBridge Financial Group’s Portfolio VNQI Stock Details VNQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-41	Closed	-$2K	–	560
2019 Q2	$2K	Hold	41	–	–	﹤0.01%	600
2019 Q1	$2K	Hold	41	–	–	﹤0.01%	571
2018 Q4	$2K	Hold	41	–	–	﹤0.01%	530
2018 Q3	$2K	Hold	41	–	–	﹤0.01%	560
2018 Q2	$2K	Hold	41	–	–	﹤0.01%	567
2018 Q1	$2K	Sell	41 -21	-34%	-$1.29K	﹤0.01%	576
2017 Q4	$4K	Buy	+62	New	+$3.73K	﹤0.01%	543

Other funds holding VNQI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SevenBridge Financial Group's VNQI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q3 2019, closing a stake of 41 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in VNQI in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 313 funds tracked by Wall St. Rank hold VNQI as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 41 Vanguard Global ex-US Real Estate ETF shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2017 and held it in 7 quarters.
SevenBridge Financial Group's Vanguard Global ex-US Real Estate ETF position peaked at $4K in Q4 2017.
313 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.