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Tiptree Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Tiptree Advisors’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
2018
Q1 		– Sell
-213,000
Closed -$17.7M – 41
2017
Q4 		$17.7M Buy
+213,000
New +$17.9M 8.55% 4

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tiptree Advisors's VNQ Position: Q1 2018 in Review

Tiptree Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2018, closing a stake of 213,000 shares — an estimated $17.7M sold.

Tiptree Advisors first reported a position in VNQ in Q4 2017 and held it in 1 quarter. The position peaked at $17.7M in Q4 2017. 1,017 funds tracked by Wall St. Rank hold VNQ as of Q1 2018.

  • Tiptree Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Tiptree Advisors sold 213,000 Vanguard Real Estate ETF shares in Q1 2018, an estimated $17.7M.
  • Tiptree Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Tiptree Advisors's Vanguard Real Estate ETF position peaked at $17.7M in Q4 2017.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2018.

Based on Tiptree Advisors's 13F filing for Q1 2018, filed 7 May 2018.