Avior Wealth Management’s First Potomac Realty Trust FPO Stock Holding History

Avior Wealth Management’s Portfolio FPO Stock Details FPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,500	Closed	-$32K	–	515
2016 Q2	$32K	Hold	3,500	–	–	0.01%	244
2016 Q1	$32K	Hold	3,500	–	–	0.01%	239
2015 Q4	$40K	Hold	3,500	–	–	0.02%	192
2015 Q3	$38K	Hold	3,500	–	–	0.02%	186
2015 Q2	$36K	Hold	3,500	–	–	0.03%	160
2015 Q1	$42K	Hold	3,500	–	–	0.03%	149
2014 Q4	$43K	Hold	3,500	–	–	0.03%	146
2014 Q3	$41K	Hold	3,500	–	–	0.03%	143
2014 Q2	$46K	Hold	3,500	–	–	0.04%	135
2014 Q1	$45K	Buy	+3,500	New	+$44.2K	0.04%	134

Other funds holding FPO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Avior Wealth Management's FPO Position: Q3 2016 in Review

Avior Wealth Management sold out of First Potomac Realty Trust (FPO) in Q3 2016, closing a stake of 3,500 shares — an estimated $32K sold.

Avior Wealth Management first reported a position in FPO in Q1 2014 and held it in 10 quarters. The position peaked at $46K in Q2 2014. 138 funds tracked by Wall St. Rank hold FPO as of Q3 2016.

Avior Wealth Management reported no remaining First Potomac Realty Trust position as of Q3 2016 after selling out during the quarter.
Avior Wealth Management sold 3,500 First Potomac Realty Trust shares in Q3 2016, an estimated $32K.
Avior Wealth Management first reported a position in First Potomac Realty Trust in Q1 2014 and held it in 10 quarters.
Avior Wealth Management's First Potomac Realty Trust position peaked at $46K in Q2 2014.
138 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q3 2016.

Based on Avior Wealth Management's 13F filing for Q3 2016, filed 15 Nov 2016.