Starfire Investment Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Starfire Investment Advisers’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
2020 Q2	$4.79M	Sell	60,938 -346	-0.6%	-$26.2K	2.29%	8
2020 Q1	$4.28M	Sell	61,284 -4,908	-7%	-$431K	2.35%	10
2019 Q4	$6.14M	Buy	66,192 +2,598	+4%	+$241K	2.35%	9
2019 Q3	$5.93M	Buy	+63,594	New	+$5.77M	2.43%	9
2018 Q1	–	Sell	-6,324	Closed	-$525K	–	218
2017 Q4	$525K	Buy	+6,324	New	+$530K	0.42%	69
2017 Q2	–	Sell	-100,237	Closed	-$8.47M	–	139
2017 Q1	$8.47M	Buy	100,237 +4,810	+5%	+$399K	4.56%	5
2016 Q4	$7.88M	Buy	95,427 +916	+1%	+$74.6K	4.5%	4
2016 Q3	$8.2M	Buy	+94,511	New	+$8.43M	4.85%	3
2016 Q2	–	Sell	-89,326	Closed	-$7.49M	–	153
2016 Q1	$7.49M	Buy	89,326 +5,474	+7%	+$426K	4.92%	3
2015 Q4	$6.69M	Buy	83,852 +659	+0.8%	+$52.2K	4.59%	3
2015 Q3	$6.28M	Sell	83,193 -401	-0.5%	-$30.8K	4.59%	3
2015 Q2	$6.24M	Sell	83,594 -1,142	-1%	-$91.3K	4.13%	4
2015 Q1	$7.14M	Buy	+84,736	New	+$7.2M	4.68%	3

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Starfire Investment Advisers's VNQ Position: Q2 2020 in Review

Starfire Investment Advisers reduced its Vanguard Real Estate ETF (VNQ) stake by 0.56% in Q2 2020, selling an estimated $26.2K and leaving 60,938 shares worth $4.79M. The position accounts for 2.29% of the portfolio, ranked #8.

Starfire Investment Advisers first reported a position in VNQ in Q1 2015 and has held it in 13 quarters since. The position peaked at $8.47M in Q1 2017. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Starfire Investment Advisers held 60,938 shares of Vanguard Real Estate ETF worth $4.79M as of Q2 2020.
Starfire Investment Advisers sold 346 Vanguard Real Estate ETF shares in Q2 2020, an estimated $26.2K.
Vanguard Real Estate ETF made up 2.29% of Starfire Investment Advisers's portfolio in Q2 2020, its #8 holding.
Starfire Investment Advisers first reported a position in Vanguard Real Estate ETF in Q1 2015 and has held it in 13 quarters since.
Starfire Investment Advisers's Vanguard Real Estate ETF position peaked at $8.47M in Q1 2017.
1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.