BFEC
NXDT

Benjamin F. Edwards & Company’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q3 		– Sell
-250
Closed -$3K – 1743
2020
Q2 		$3K Hold
250
– – ﹤0.01% 1534
2020
Q1 		$2K Hold
250
– – ﹤0.01% 1604
2019
Q4 		$4K Hold
250
– – ﹤0.01% 1678
2019
Q3 		$4K Hold
250
– – ﹤0.01% 1638
2019
Q2 		$5K Hold
250
– – ﹤0.01% 1623
2019
Q1 		$5K Hold
250
– – ﹤0.01% 1499
2018
Q4 		$5K Hold
250
– – ﹤0.01% 1469
2018
Q3 		$6K Hold
250
– – ﹤0.01% 1387
2018
Q2 		$5K Hold
250
– – ﹤0.01% 1417
2018
Q1 		$6K Hold
250
– – ﹤0.01% 1378
2017
Q4 		$6K Hold
250
– – ﹤0.01% 1320
2017
Q3 		$6K Hold
250
– – ﹤0.01% 1283
2017
Q2 		$5K Sell
250
-45
-15% -$1K ﹤0.01% 1242
2017
Q1 		$7K Hold
295
– – ﹤0.01% 1102
2016
Q4 		$7K Hold
295
– – ﹤0.01% 1012
2016
Q3 		$7K Hold
295
– – ﹤0.01% 906
2016
Q2 		$6K Hold
295
– – ﹤0.01% 880
2016
Q1 		$5K Sell
295
-275
-48% -$5K ﹤0.01% 920
2015
Q4 		$12K Buy
+570
New +$12.8K ﹤0.01% 800

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Benjamin F. Edwards & Company's NXDT Position: Q3 2020 in Review

Benjamin F. Edwards & Company sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2020, closing a stake of 250 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in NXDT in Q4 2015 and held it in 19 quarters. The position peaked at $12K in Q4 2015. 68 funds tracked by Wall St. Rank hold NXDT as of Q3 2020.

  • Benjamin F. Edwards & Company reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 250 NexPoint Diversified Real Estate Trust shares in Q3 2020, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in NexPoint Diversified Real Estate Trust in Q4 2015 and held it in 19 quarters.
  • Benjamin F. Edwards & Company's NexPoint Diversified Real Estate Trust position peaked at $12K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2020, filed 13 Nov 2020.