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

Stone Toro 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
2013
Q3 		– Sell
-4,900
Closed -$337K – 206
2013
Q2 		$337K Buy
+4,900
New +$356K 0.2% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stone Toro Investment Advisers's VNQ Position: Q3 2013 in Review

Stone Toro Investment Advisers sold out of Vanguard Real Estate ETF (VNQ) in Q3 2013, closing a stake of 4,900 shares — an estimated $337K sold.

Stone Toro Investment Advisers first reported a position in VNQ in Q2 2013 and held it in 1 quarter. The position peaked at $337K in Q2 2013. 478 funds tracked by Wall St. Rank hold VNQ as of Q3 2013.

  • Stone Toro Investment Advisers reported no remaining Vanguard Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 4,900 Vanguard Real Estate ETF shares in Q3 2013, an estimated $337K.
  • Stone Toro Investment Advisers first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Vanguard Real Estate ETF position peaked at $337K in Q2 2013.
  • 478 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.