Stevens First Principles Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Stevens First Principles Investment 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	Closed	-$2K	–	194
2017 Q2	$2K	Buy	+22	New	+$1.83K	﹤0.01%	173
2016 Q3	–	Sell	-7	Closed	-$1K	–	156
2016 Q2	$1K	Hold	7	–	–	﹤0.01%	141
2016 Q1	$1K	Buy	+7	New	+$545	﹤0.01%	140

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

MTWSIF

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

EFS

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

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

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

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

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

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

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

Stevens First Principles Investment Advisors's VNQ Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2017, closing a stake of 22 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in VNQ in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 944 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

Stevens First Principles Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 22 Vanguard Real Estate ETF shares in Q3 2017, an estimated $2K.
Stevens First Principles Investment Advisors first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 3 quarters.
Stevens First Principles Investment Advisors's Vanguard Real Estate ETF position peaked at $2K in Q2 2017.
944 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.