BTS
NXDT

BB&T Securities’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

BB&T Securities’s Portfolio NXDT Stock Details NXDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,199
Closed -$271K – 1290
2016
Q4 		$271K Hold
12,199
– – ﹤0.01% 1053
2016
Q3 		$271K Hold
12,199
– – ﹤0.01% 1052
2016
Q2 		$259K Sell
12,199
-4,614
-27% -$92.9K ﹤0.01% 1042
2016
Q1 		$303K Buy
16,813
+925
+6% +$16.8K 0.01% 944
2015
Q4 		$324K Buy
+15,888
New +$355K 0.01% 893

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return