BWA
ROIC

BDO Wealth Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

BDO Wealth Advisors’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-800
Closed -$16K – 626
2017
Q4 		$16K Buy
+800
New +$15.4K 0.01% 294

Other funds holding ROIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's ROIC Position: Q1 2018 in Review

BDO Wealth Advisors sold out of Retail Opportunity Investments Corp. (ROIC) in Q1 2018, closing a stake of 800 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in ROIC in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 205 funds tracked by Wall St. Rank hold ROIC as of Q1 2018.

  • BDO Wealth Advisors reported no remaining Retail Opportunity Investments Corp. position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 800 Retail Opportunity Investments Corp. shares in Q1 2018, an estimated $16K.
  • BDO Wealth Advisors first reported a position in Retail Opportunity Investments Corp. in Q4 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's Retail Opportunity Investments Corp. position peaked at $16K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.