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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Berman Capital Advisors's CIO Position: Q4 2020 in Review

Berman Capital Advisors sold out of City Office REIT (CIO) in Q4 2020, closing a stake of 194 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in CIO in Q4 2018 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 126 funds tracked by Wall St. Rank hold CIO as of Q4 2020.

  • Berman Capital Advisors reported no remaining City Office REIT position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 194 City Office REIT shares in Q4 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in City Office REIT in Q4 2018 and held it in 8 quarters.
  • Berman Capital Advisors's City Office REIT position peaked at $6K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held City Office REIT as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.