AWA
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Arete Wealth Advisors’s Crane NXT CXT Stock Holding History

Arete Wealth Advisors’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,287
Closed -$316K – 386
2020
Q2 		$316K Buy
15,287
+371
+2% +$6.94K 0.05% 286
2020
Q1 		$255K Sell
14,916
-855
-5% -$22K 0.05% 270
2019
Q4 		$473K Sell
15,771
-179
-1% -$5.1K 0.08% 240
2019
Q3 		$447K Buy
15,950
+320
+2% +$8.93K 0.09% 229
2019
Q2 		$453K Buy
15,630
+72
+0.5% +$2.1K 0.09% 233
2019
Q1 		$457K Buy
15,558
+6,308
+68% +$178K 0.1% 221
2018
Q4 		$232K Buy
+9,250
New +$275K 0.06% 310

Other funds holding CXT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return