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Advisor Group’s New England Realty Associates NEN Stock Holding History

Advisor Group’s Portfolio NEN Stock Details NEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,120
Closed -$184K – 5372
2019
Q2 		$184K Buy
+3,120
New +$192K ﹤0.01% 2371

Other funds holding NEN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's NEN Position: Q3 2019 in Review

Advisor Group sold out of New England Realty Associates (NEN) in Q3 2019, closing a stake of 3,120 shares — an estimated $184K sold.

Advisor Group first reported a position in NEN in Q2 2019 and held it in 1 quarter. The position peaked at $184K in Q2 2019. 10 funds tracked by Wall St. Rank hold NEN as of Q3 2019.

  • Advisor Group reported no remaining New England Realty Associates position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 3,120 New England Realty Associates shares in Q3 2019, an estimated $184K.
  • Advisor Group first reported a position in New England Realty Associates in Q2 2019 and held it in 1 quarter.
  • Advisor Group's New England Realty Associates position peaked at $184K in Q2 2019.
  • 10 funds tracked by Wall St. Rank held New England Realty Associates as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.