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Tiedemann Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Tiedemann Trust’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
2015
Q4 		– Sell
-13,000
Closed -$981K – 79
2015
Q3 		$981K Buy
+13,000
New +$998K 0.09% 35

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Trust's VNQ Position: Q4 2015 in Review

Tiedemann Trust sold out of Vanguard Real Estate ETF (VNQ) in Q4 2015, closing a stake of 13,000 shares — an estimated $981K sold.

Tiedemann Trust first reported a position in VNQ in Q3 2015 and held it in 1 quarter. The position peaked at $981K in Q3 2015. 770 funds tracked by Wall St. Rank hold VNQ as of Q4 2015.

  • Tiedemann Trust reported no remaining Vanguard Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Tiedemann Trust sold 13,000 Vanguard Real Estate ETF shares in Q4 2015, an estimated $981K.
  • Tiedemann Trust first reported a position in Vanguard Real Estate ETF in Q3 2015 and held it in 1 quarter.
  • Tiedemann Trust's Vanguard Real Estate ETF position peaked at $981K in Q3 2015.
  • 770 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2015.

Based on Tiedemann Trust's 13F filing for Q4 2015, filed 28 Jan 2016.