United Bank (West Virginia)’s Vanguard Real Estate ETF VNQ Stock Holding History

United Bank (West Virginia)’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 Q3	$554K	Buy	6,671 +314	+5%	+$26.2K	0.22%	58
2017 Q2	$529K	Buy	6,357 +636	+11%	+$53K	0.22%	58
2017 Q1	$472K	Hold	5,721	–	–	0.21%	61
2016 Q4	$472K	Sell	5,721 -265	-4%	-$21.6K	0.21%	61
2016 Q3	$519K	Buy	5,986 +118	+2%	+$10.5K	0.24%	56
2016 Q2	$520K	Buy	5,868 +149	+3%	+$12.5K	0.24%	54
2016 Q1	$479K	Sell	5,719 -1,474	-20%	-$115K	0.22%	62
2015 Q4	$573K	Hold	7,193	–	–	0.27%	48
2015 Q3	$543K	Buy	7,193 +54	+0.8%	+$4.15K	0.28%	43
2015 Q2	$533K	Buy	7,139 +2,840	+66%	+$227K	0.24%	49
2015 Q1	$362K	Sell	4,299 -6,387	-60%	-$542K	0.15%	71
2014 Q4	$865K	Hold	10,686	–	–	0.32%	44
2014 Q3	$768K	Buy	10,686 +265	+3%	+$20K	0.29%	45
2014 Q2	$780K	Sell	10,421 -84	-0.8%	-$6.18K	0.29%	46
2014 Q1	$742K	Sell	10,505 -413	-4%	-$28.3K	0.29%	42
2013 Q4	$705K	Hold	10,918	–	–	0.28%	41
2013 Q3	$722K	Hold	10,918	–	–	0.31%	37
2013 Q2	$750K	Buy	+10,918	New	+$793K	0.34%	36

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

United Bank (West Virginia)'s VNQ Position: Q3 2017 in Review

United Bank (West Virginia) increased its Vanguard Real Estate ETF (VNQ) stake by 4.9% in Q3 2017, buying an estimated $26.2K and bringing the position to 6,671 shares worth $554K. The position accounts for 0.22% of the portfolio, ranked #58.

United Bank (West Virginia) first reported a position in VNQ in Q2 2013 and has held it in 18 quarters since. The position peaked at $865K in Q4 2014. 944 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

United Bank (West Virginia) held 6,671 shares of Vanguard Real Estate ETF worth $554K as of Q3 2017.
United Bank (West Virginia) bought 314 Vanguard Real Estate ETF shares in Q3 2017, an estimated $26.2K.
Vanguard Real Estate ETF made up 0.22% of United Bank (West Virginia)'s portfolio in Q3 2017, its #58 holding.
United Bank (West Virginia) first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 18 quarters since.
United Bank (West Virginia)'s Vanguard Real Estate ETF position peaked at $865K in Q4 2014.
944 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.