Sunflower Bank Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$406K	Sell	5,145 -2,300	-31%	-$185K	0.14%	83
2020 Q2	$584K	Hold	7,445	–	–	0.2%	65
2020 Q1	$520K	Hold	7,445	–	–	0.2%	67
2019 Q4	$690K	Sell	7,445 -160	-2%	-$14.8K	0.21%	73
2019 Q3	$710K	Hold	7,605	–	–	0.23%	70
2019 Q2	$665K	Hold	7,605	–	–	0.21%	74
2019 Q1	$661K	Hold	7,605	–	–	0.2%	76
2018 Q4	$567K	Hold	7,605	–	–	0.18%	80
2018 Q3	$614K	Hold	7,605	–	–	0.17%	84
2018 Q2	$620K	Sell	7,605 -6,720	-47%	-$521K	0.18%	82
2018 Q1	$1.08M	Sell	14,325 -2,489	-15%	-$190K	0.3%	52
2017 Q4	$1.4M	Buy	+16,814	New	+$1.41M	0.38%	40

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sunflower Bank Wealth Management's VNQ Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 31% in Q3 2020, selling an estimated $185K and leaving 5,145 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #83.

Sunflower Bank Wealth Management first reported a position in VNQ in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.4M in Q4 2017. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Sunflower Bank Wealth Management held 5,145 shares of Vanguard Real Estate ETF worth $406K as of Q3 2020.
Sunflower Bank Wealth Management sold 2,300 Vanguard Real Estate ETF shares in Q3 2020, an estimated $185K.
Vanguard Real Estate ETF made up 0.14% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #83 holding.
Sunflower Bank Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's Vanguard Real Estate ETF position peaked at $1.4M in Q4 2017.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.