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Simply Money Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-1,278
Closed -$88K – 353
2013
Q2 		$88K Buy
+1,278
New +$92.8K 0.02% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simply Money Advisors's VNQ Position: Q3 2013 in Review

Simply Money Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2013, closing a stake of 1,278 shares — an estimated $88K sold.

Simply Money Advisors first reported a position in VNQ in Q2 2013 and held it in 1 quarter. The position peaked at $88K in Q2 2013. 478 funds tracked by Wall St. Rank hold VNQ as of Q3 2013.

  • Simply Money Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,278 Vanguard Real Estate ETF shares in Q3 2013, an estimated $88K.
  • Simply Money Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Vanguard Real Estate ETF position peaked at $88K in Q2 2013.
  • 478 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.