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Shufro Rose & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Shufro Rose & Co’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
2019
Q4 		– Sell
-119
Closed -$11K – 346
2019
Q3 		$11K Buy
+119
New +$10.8K ﹤0.01% 329

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Shufro Rose & Co's VNQ Position: Q4 2019 in Review

Shufro Rose & Co sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 119 shares — an estimated $11K sold.

Shufro Rose & Co first reported a position in VNQ in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 1,383 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

  • Shufro Rose & Co reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 119 Vanguard Real Estate ETF shares in Q4 2019, an estimated $11K.
  • Shufro Rose & Co first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Shufro Rose & Co's Vanguard Real Estate ETF position peaked at $11K in Q3 2019.
  • 1,383 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.