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US Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

US Financial 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
2016
Q2 		– Sell
-48
Closed -$4K – 386
2016
Q1 		$4K Sell
48
-8,507
-99% -$662K 0.01% 272
2015
Q4 		$682K Buy
8,555
+312
+4% +$24.7K 0.65% 28
2015
Q3 		$623K Buy
8,243
+85
+1% +$6.53K 1.04% 17
2015
Q2 		$609K Sell
8,158
-200
-2% -$16K 0.57% 24
2015
Q1 		$705K Sell
8,358
-1,250
-13% -$106K 0.64% 23
2014
Q4 		$778K Buy
+9,608
New +$754K 0.69% 24

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Financial Advisors's VNQ Position: Q2 2016 in Review

US Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2016, closing a stake of 48 shares — an estimated $4K sold.

US Financial Advisors first reported a position in VNQ in Q4 2014 and held it in 6 quarters. The position peaked at $778K in Q4 2014. 838 funds tracked by Wall St. Rank hold VNQ as of Q2 2016.

  • US Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 48 Vanguard Real Estate ETF shares in Q2 2016, an estimated $4K.
  • US Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Vanguard Real Estate ETF position peaked at $778K in Q4 2014.
  • 838 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.