BRWA
AEC

B. Riley Wealth Advisors’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-166
Closed -$4 – 2611
2014
Q4 		$4 Buy
+166
New +$3.43K ﹤0.01% 3269
2014
Q3 		– Sell
-1,354
Closed -$24.4K – 2407
2014
Q2 		$24.4K Buy
+1,354
New +$23.4K 0.01% 1382

Other funds holding AEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

B. Riley Wealth Advisors's AEC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of ASSOCIATED ESTATES REALTY CORP (AEC) in Q1 2015, closing a stake of 166 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in AEC in Q2 2014 and held it in 2 quarters. The position peaked at $24.4K in Q2 2014. 187 funds tracked by Wall St. Rank hold AEC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ASSOCIATED ESTATES REALTY CORP position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 166 ASSOCIATED ESTATES REALTY CORP shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in ASSOCIATED ESTATES REALTY CORP in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's ASSOCIATED ESTATES REALTY CORP position peaked at $24.4K in Q2 2014.
  • 187 funds tracked by Wall St. Rank held ASSOCIATED ESTATES REALTY CORP as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.