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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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Strategic Wealth Partners Group's VNQ Position: Q4 2017 in Review

Strategic Wealth Partners Group reduced its Vanguard Real Estate ETF (VNQ) stake by 31% in Q4 2017, selling an estimated $188K and leaving 4,901 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #26.

Strategic Wealth Partners Group first reported a position in VNQ in Q2 2016 and has held it in 7 quarters since. The position peaked at $846K in Q2 2016. 1,047 funds tracked by Wall St. Rank hold VNQ as of Q4 2017.

  • Strategic Wealth Partners Group held 4,901 shares of Vanguard Real Estate ETF worth $407K as of Q4 2017.
  • Strategic Wealth Partners Group sold 2,242 Vanguard Real Estate ETF shares in Q4 2017, an estimated $188K.
  • Vanguard Real Estate ETF made up 0.18% of Strategic Wealth Partners Group's portfolio in Q4 2017, its #26 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 7 quarters since.
  • Strategic Wealth Partners Group's Vanguard Real Estate ETF position peaked at $846K in Q2 2016.
  • 1,047 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2017.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2017, filed 14 Feb 2018.