Strategic Wealth Partners Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Strategic Wealth Partners Group’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
2018 Q3	–	Sell	-2,498	Closed	-$36.2K	–	53
2018 Q2	$36.2K	Sell	2,498 -763	-23%	-$59.1K	0.71%	16
2018 Q1	$246	Sell	3,261 -1,640	-33%	-$126K	0.02%	51
2017 Q4	$407K	Sell	4,901 -2,242	-31%	-$188K	0.18%	26
2017 Q3	$594K	Buy	7,143 +479	+7%	+$40K	0.26%	25
2017 Q2	$555K	Hold	6,664	–	–	0.27%	20
2017 Q1	$550K	Sell	6,664 -2,641	-28%	-$219K	0.28%	20
2016 Q4	$768K	Buy	9,305 +35	+0.4%	+$2.85K	0.36%	19
2016 Q3	$804K	Sell	9,270 -279	-3%	-$24.9K	0.42%	14
2016 Q2	$846K	Buy	+9,549	New	+$802K	0.48%	12

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

EFS

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Strategic Wealth Partners Group's VNQ Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 2,498 shares — an estimated $36.2K sold.

Strategic Wealth Partners Group first reported a position in VNQ in Q2 2016 and held it in 9 quarters. The position peaked at $846K in Q2 2016. 1,035 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

Strategic Wealth Partners Group reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Strategic Wealth Partners Group sold 2,498 Vanguard Real Estate ETF shares in Q3 2018, an estimated $36.2K.
Strategic Wealth Partners Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 9 quarters.
Strategic Wealth Partners Group's Vanguard Real Estate ETF position peaked at $846K in Q2 2016.
1,035 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.