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Disclosery

Windhaven Investment Management, Inc.: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windhaven Investment Management, Inc. on VNQ, newest first. How the timeline and the estimate are built.

Windhaven Investment Management, Inc. held 0 VNQ shares at 2016-12-31 per its 13F-HR filed 2017-02-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 0 shares
    Change vs previous 13F -5,512,320 shares

    13F-HR 0000950123-17-001396 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-09-30
    13F 5,512,320 shares
    Change vs previous 13F -364,842 shares

    4.77% of the 13F portfolio, value $478,139,000.

    13F-HR 0000950123-16-021660 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-06-30
    13F 5,877,162 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $521,128,000.

    13F-HR 0000950123-16-019192 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).