Alpine Woods Capital Investors’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History

Alpine Woods Capital Investors’s Portfolio AEC Stock Details AEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-31,445	Closed	-$469K	–	437
2013 Q3	$469K	Hold	31,445	–	–	0.03%	279
2013 Q2	$506K	Buy	+31,445	New	+$546K	0.03%	254

Other funds holding AEC

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Alpine Woods Capital Investors's AEC Position: Q4 2013 in Review

Alpine Woods Capital Investors sold out of ASSOCIATED ESTATES REALTY CORP (AEC) in Q4 2013, closing a stake of 31,445 shares — an estimated $469K sold.

Alpine Woods Capital Investors first reported a position in AEC in Q2 2013 and held it in 2 quarters. The position peaked at $506K in Q2 2013. 164 funds tracked by Wall St. Rank hold AEC as of Q4 2013.

Alpine Woods Capital Investors reported no remaining ASSOCIATED ESTATES REALTY CORP position as of Q4 2013 after selling out during the quarter.
Alpine Woods Capital Investors sold 31,445 ASSOCIATED ESTATES REALTY CORP shares in Q4 2013, an estimated $469K.
Alpine Woods Capital Investors first reported a position in ASSOCIATED ESTATES REALTY CORP in Q2 2013 and held it in 2 quarters.
Alpine Woods Capital Investors's ASSOCIATED ESTATES REALTY CORP position peaked at $506K in Q2 2013.
164 funds tracked by Wall St. Rank held ASSOCIATED ESTATES REALTY CORP as of Q4 2013.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2013, filed 11 Feb 2014.