Advisory Research’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Advisory Research’s Portfolio FUR Stock Details FUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$2.79M	0.01%	226
2014 Q2	$4.31M	Sell	281,015 -9,260	-3%	-$128K	0.04%	169
2014 Q1	$3.36M	Buy	290,275 +28,310	+11%	+$323K	0.03%	163
2013 Q4	$2.9M	Buy	261,965 +38,030	+17%	+$431K	0.03%	178
2013 Q3	$2.5M	Buy	223,935 +102,490	+84%	+$1.27M	0.03%	195
2013 Q2	$1.46M	Buy	+121,445	New	+$1.5M	0.02%	216

Other funds holding FUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's FUR Position: Q1 2015 in Review

Advisory Research sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q1 2015, closing a stake of 97,075 shares — an estimated $1.51M sold.

Advisory Research first reported a position in FUR in Q2 2013 and held it in 7 quarters. The position peaked at $4.31M in Q2 2014. 106 funds tracked by Wall St. Rank hold FUR as of Q1 2015.

Advisory Research reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q1 2015 after selling out during the quarter.
Advisory Research sold 97,075 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q1 2015, an estimated $1.51M.
Advisory Research first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and held it in 7 quarters.
Advisory Research's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $4.31M in Q2 2014.
106 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q1 2015.

Based on Advisory Research's 13F filing for Q1 2015, filed 15 May 2015.