SHCM
VNQ icon

Stokes & Hubbell Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Stokes & Hubbell Capital Management’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
2019
Q1 		$361K Hold
4,149
– – 0.08% 109
2018
Q4 		$309K Hold
4,149
– – 0.07% 106
2018
Q3 		$335K Hold
4,149
– – 0.07% 108
2018
Q2 		$338K Hold
4,149
– – 0.08% 104
2018
Q1 		$313K Hold
4,149
– – 0.07% 105
2017
Q4 		$344K Hold
4,149
– – 0.08% 96
2017
Q3 		$345K Sell
4,149
-97
-2% -$8.11K 0.09% 92
2017
Q2 		$353K Hold
4,246
– – 0.11% 83
2017
Q1 		$351K Sell
4,246
-650
-13% -$53.9K 0.12% 79
2016
Q4 		$404K Sell
4,896
-260
-5% -$21.2K 0.16% 76
2016
Q3 		$447K Buy
5,156
+37
+0.7% +$3.3K 0.18% 68
2016
Q2 		$454K Buy
5,119
+272
+6% +$22.9K 0.2% 65
2016
Q1 		$406K Buy
+4,847
New +$377K 0.19% 64

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return