West Oak Capital’s Vivmark Residential VMRK Stock Holding History

West Oak Capital’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,690	Closed	-$235K	–	351
2017 Q4	$235K	Buy	+3,690	New	+$246K	0.14%	108

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Oak Capital's VMRK Position: Q1 2018 in Review

West Oak Capital sold out of Vivmark Residential (VMRK) in Q1 2018, closing a stake of 3,690 shares — an estimated $235K sold.

West Oak Capital first reported a position in VMRK in Q4 2017 and held it in 1 quarter. The position peaked at $235K in Q4 2017. 510 funds tracked by Wall St. Rank hold VMRK as of Q1 2018.

West Oak Capital reported no remaining Vivmark Residential position as of Q1 2018 after selling out during the quarter.
West Oak Capital sold 3,690 Vivmark Residential shares in Q1 2018, an estimated $235K.
West Oak Capital first reported a position in Vivmark Residential in Q4 2017 and held it in 1 quarter.
West Oak Capital's Vivmark Residential position peaked at $235K in Q4 2017.
510 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2018.

Based on West Oak Capital's 13F filing for Q1 2018, filed 5 Apr 2018.