WFG Advisors’s Vivmark Residential VMRK Stock Holding History

WFG Advisors’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
2017 Q2	$33K	Buy	502 +202	+67%	+$13.2K	0.01%	814
2017 Q1	$19K	Buy	+300	New	+$18.8K	0.01%	892
2014 Q3	–	Sell	-197	Closed	-$12K	–	2111
2014 Q2	$12K	Buy	+197	New	+$12K	﹤0.01%	1422
2014 Q1	–	Sell	-202	Closed	-$10K	–	2047
2013 Q4	$10K	Hold	202	–	–	﹤0.01%	1568
2013 Q3	$11K	Hold	202	–	–	﹤0.01%	1481
2013 Q2	$12K	Buy	+202	New	+$11.6K	﹤0.01%	1393

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

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

WFG Advisors's VMRK Position: Q2 2017 in Review

WFG Advisors increased its Vivmark Residential (VMRK) stake by 67% in Q2 2017, buying an estimated $13.2K and bringing the position to 502 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #814.

WFG Advisors first reported a position in VMRK in Q2 2013 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold VMRK as of Q2 2017.

WFG Advisors held 502 shares of Vivmark Residential worth $33K as of Q2 2017.
WFG Advisors bought 202 Vivmark Residential shares in Q2 2017, an estimated $13.2K.
Vivmark Residential made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #814 holding.
WFG Advisors first reported a position in Vivmark Residential in Q2 2013 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.