Advisory Services Network
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Advisory Services Network’s New England Realty Associates NEN Stock Holding History

Advisory Services Network’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
2023
Q1 		– Sell
-800
Closed -$56.8K – 4096
2022
Q4 		$56.8K Buy
+800
New +$59.8K ﹤0.01% 1906

Other funds holding NEN

CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisory Services Network's NEN Position: Q1 2023 in Review

Advisory Services Network sold out of New England Realty Associates (NEN) in Q1 2023, closing a stake of 800 shares — an estimated $56.8K sold.

Advisory Services Network first reported a position in NEN in Q4 2022 and held it in 1 quarter. The position peaked at $56.8K in Q4 2022. 13 funds tracked by Wall St. Rank hold NEN as of Q1 2023.

  • Advisory Services Network reported no remaining New England Realty Associates position as of Q1 2023 after selling out during the quarter.
  • Advisory Services Network sold 800 New England Realty Associates shares in Q1 2023, an estimated $56.8K.
  • Advisory Services Network first reported a position in New England Realty Associates in Q4 2022 and held it in 1 quarter.
  • Advisory Services Network's New England Realty Associates position peaked at $56.8K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held New England Realty Associates as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.