BCA
CIO

Berman Capital Advisors’s City Office REIT CIO Stock Holding History

Berman Capital Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-194
Closed -$1K – 1688
2020
Q3 		$1K Buy
194
+3
+2% +$26 ﹤0.01% 1428
2020
Q2 		$1K Buy
191
+15
+9% +$139 ﹤0.01% 1390
2020
Q1 		$1K Sell
176
-324
-65% -$3.85K ﹤0.01% 1263
2019
Q4 		$6K Buy
500
+69
+16% +$921 ﹤0.01% 914
2019
Q3 		$6K Buy
431
+3
+0.7% +$39 ﹤0.01% 883
2019
Q2 		$5K Buy
428
+2
+0.5% +$24 ﹤0.01% 940
2019
Q1 		$4K Buy
426
+138
+48% +$1.57K ﹤0.01% 906
2018
Q4 		$2K Buy
+288
New +$3.22K ﹤0.01% 851

Other funds holding CIO

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LSV Asset Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return