AG
OLP

Advisor Group’s One Liberty Properties OLP Stock Holding History

Advisor Group’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$50K Sell
1,850
-400
-18% -$11K ﹤0.01% 3415
2019
Q3 		$62K Buy
2,250
+1,042
+86% +$29.2K ﹤0.01% 3230
2019
Q2 		$35K Sell
1,208
-79
-6% -$2.28K ﹤0.01% 3609
2019
Q1 		$37K Buy
1,287
+400
+45% +$11.1K ﹤0.01% 3588
2018
Q4 		$22K Buy
887
+808
+1,023% +$20.9K ﹤0.01% 3744
2018
Q3 		$2K Sell
79
-250
-76% -$6.97K ﹤0.01% 4869
2018
Q2 		$9K Buy
329
+79
+32% +$1.96K ﹤0.01% 4128
2018
Q1 		$6K Sell
250
-450
-64% -$10.7K ﹤0.01% 4337
2017
Q4 		$18K Buy
700
+450
+180% +$11.5K ﹤0.01% 3776
2017
Q3 		$6K Hold
250
– – ﹤0.01% 4204
2017
Q2 		$6K Hold
250
– – ﹤0.01% 4178
2017
Q1 		$6K Sell
250
-37
-13% -$877 ﹤0.01% 4039
2016
Q4 		$7K Sell
287
-500
-64% -$12.1K ﹤0.01% 3788
2016
Q3 		$19K Sell
787
-445
-36% -$10.9K ﹤0.01% 3185
2016
Q2 		$28K Buy
+1,232
New +$28.4K ﹤0.01% 2836

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Advisor Group's OLP Position: Q4 2019 in Review

Advisor Group reduced its One Liberty Properties (OLP) stake by 18% in Q4 2019, selling an estimated $11K and leaving 1,850 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Advisor Group first reported a position in OLP in Q2 2016 and has held it in 15 quarters since. The position peaked at $62K in Q3 2019. 120 funds tracked by Wall St. Rank hold OLP as of Q4 2019.

  • Advisor Group held 1,850 shares of One Liberty Properties worth $50K as of Q4 2019.
  • Advisor Group sold 400 One Liberty Properties shares in Q4 2019, an estimated $11K.
  • One Liberty Properties made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3415 holding.
  • Advisor Group first reported a position in One Liberty Properties in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's One Liberty Properties position peaked at $62K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.