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Sunnymeath Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sunnymeath Asset 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
2016
Q4 		$9K Buy
+115
New +$9.37K 0.01% 125
2016
Q3 		– Sell
-115
Closed -$10K – 153
2016
Q2 		$10K Hold
115
– – 0.01% 133
2016
Q1 		$10K Hold
115
– – 0.02% 128
2015
Q4 		$9K Buy
+115
New +$9.1K 0.01% 104

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sunnymeath Asset Management's VNQ Position: Q4 2016 in Review

Sunnymeath Asset Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2016: 115 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: Sunnymeath Asset Management previously reported a position in VNQ as recently as Q2 2016.

Sunnymeath Asset Management first reported a position in VNQ in Q4 2015 and has held it in 4 quarters since. The position peaked at $10K in Q2 2016. 904 funds tracked by Wall St. Rank hold VNQ as of Q4 2016.

  • Sunnymeath Asset Management held 115 shares of Vanguard Real Estate ETF worth $9K as of Q4 2016.
  • Vanguard Real Estate ETF was a new Sunnymeath Asset Management position in Q4 2016.
  • Vanguard Real Estate ETF made up 0.01% of Sunnymeath Asset Management's portfolio in Q4 2016, its #125 holding.
  • Sunnymeath Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 4 quarters since.
  • Sunnymeath Asset Management's Vanguard Real Estate ETF position peaked at $10K in Q2 2016.
  • 904 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.