Stillwater Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Stillwater Capital 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 Q1	–	Sell	-6,678	Closed	-$551K	–	78
2016 Q4	$551K	Buy	6,678 +415	+7%	+$33.8K	0.15%	60
2016 Q3	$543K	Buy	6,263 +386	+7%	+$34.4K	0.16%	60
2016 Q2	$521K	Buy	5,877 +80	+1%	+$6.72K	0.16%	59
2016 Q1	$486K	Buy	5,797 +503	+10%	+$39.2K	0.14%	61
2015 Q4	$422K	Buy	5,294 +1,739	+49%	+$138K	0.13%	58
2015 Q3	$269K	Buy	+3,555	New	+$273K	0.09%	57

Other funds holding VNQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $789M AUM 73.25% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stillwater Capital Advisors's VNQ Position: Q1 2017 in Review

Stillwater Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2017, closing a stake of 6,678 shares — an estimated $551K sold.

Stillwater Capital Advisors first reported a position in VNQ in Q3 2015 and held it in 6 quarters. The position peaked at $551K in Q4 2016. 945 funds tracked by Wall St. Rank hold VNQ as of Q1 2017.

Stillwater Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Stillwater Capital Advisors sold 6,678 Vanguard Real Estate ETF shares in Q1 2017, an estimated $551K.
Stillwater Capital Advisors first reported a position in Vanguard Real Estate ETF in Q3 2015 and held it in 6 quarters.
Stillwater Capital Advisors's Vanguard Real Estate ETF position peaked at $551K in Q4 2016.
945 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2017.

Based on Stillwater Capital Advisors's 13F filing for Q1 2017, filed 12 Apr 2017.