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SteelBridge Private Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

SteelBridge Private Wealth 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
2017
Q3 		– Sell
-22,725
Closed -$1.89M – 64
2017
Q2 		$1.89M Buy
22,725
+5,390
+31% +$449K 2.66% 11
2017
Q1 		$1.43M Buy
17,335
+100
+0.6% +$8.3K 2.17% 13
2016
Q4 		$1.42M Buy
+17,235
New +$1.4M 2.24% 13

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SteelBridge Private Wealth Advisors's VNQ Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2017, closing a stake of 22,725 shares — an estimated $1.89M sold.

SteelBridge Private Wealth Advisors first reported a position in VNQ in Q4 2016 and held it in 3 quarters. The position peaked at $1.89M in Q2 2017. 943 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

  • SteelBridge Private Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 22,725 Vanguard Real Estate ETF shares in Q3 2017, an estimated $1.89M.
  • SteelBridge Private Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 3 quarters.
  • SteelBridge Private Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.89M in Q2 2017.
  • 943 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.