Advisory Research’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-97,075
| Closed | -$1.51M | – | 363 |
|
|
2014
Q4 | $1.51M | Hold |
97,075
| – | – | 0.02% | 219 |
|
|
2014
Q3 | $1.46M | Sell |
97,075
-183,940
| -65% | -$2.77M | 0.01% | 226 |
|
|
2014
Q2 | $4.31M | Sell |
281,015
-9,260
| -3% | -$142K | 0.04% | 169 |
|
|
2014
Q1 | $3.36M | Buy |
290,275
+28,310
| +11% | +$328K | 0.03% | 163 |
|
|
2013
Q4 | $2.9M | Buy |
261,965
+38,030
| +17% | +$420K | 0.03% | 178 |
|
|
2013
Q3 | $2.5M | Buy |
223,935
+102,490
| +84% | +$1.14M | 0.03% | 195 |
|
|
2013
Q2 | $1.46M | Buy |
+121,445
| New | +$1.46M | 0.02% | 215 |
|