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Tiedemann Wealth Management Holdings’s Vanguard Real Estate ETF VNQ Stock Holding History

Tiedemann Wealth Management Holdings’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
Q2 		– Sell
-7,000
Closed -$578K – 9
2017
Q1 		$578K Hold
7,000
– – 2.33% 10
2016
Q4 		$578K Buy
+7,000
New +$570K 1.29% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Tiedemann Wealth Management Holdings's VNQ Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of Vanguard Real Estate ETF (VNQ) in Q2 2017, closing a stake of 7,000 shares — an estimated $578K sold.

Tiedemann Wealth Management Holdings first reported a position in VNQ in Q4 2016 and held it in 2 quarters. The position peaked at $578K in Q1 2017. 932 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

  • Tiedemann Wealth Management Holdings reported no remaining Vanguard Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 7,000 Vanguard Real Estate ETF shares in Q2 2017, an estimated $578K.
  • Tiedemann Wealth Management Holdings first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 2 quarters.
  • Tiedemann Wealth Management Holdings's Vanguard Real Estate ETF position peaked at $578K in Q1 2017.
  • 932 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.