Stanford Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-2,580	Closed	-$213K	–	281
2016 Q4	$213K	Buy	2,580 +45	+2%	+$3.67K	0.1%	49
2016 Q3	$220K	Hold	2,535	–	–	0.1%	51
2016 Q2	$225K	Buy	2,535 +940	+59%	+$79K	0.11%	48
2016 Q1	$134K	Buy	1,595 +1,090	+216%	+$84.8K	0.08%	75
2015 Q4	$40K	Hold	505	–	–	0.02%	148
2015 Q3	$38K	Hold	505	–	–	0.03%	142
2015 Q2	$38K	Hold	505	–	–	0.03%	156
2015 Q1	$43K	Sell	505 -60	-11%	-$5.09K	0.03%	145
2014 Q4	$46K	Buy	+565	New	+$44.3K	0.04%	143

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stanford Investment Group's VNQ Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2017, closing a stake of 2,580 shares — an estimated $213K sold.

Stanford Investment Group first reported a position in VNQ in Q4 2014 and held it in 9 quarters. The position peaked at $225K in Q2 2016. 946 funds tracked by Wall St. Rank hold VNQ as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,580 Vanguard Real Estate ETF shares in Q1 2017, an estimated $213K.
Stanford Investment Group first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Real Estate ETF position peaked at $225K in Q2 2016.
946 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.