BBPWM
FUR

Blue Bell Private Wealth Management’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Blue Bell Private Wealth Management’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-47,860
Closed -$421K – 442
2016
Q2 		$421K Buy
+47,860
New +$519K 0.27% 57

Other funds holding FUR

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Blue Bell Private Wealth Management's FUR Position: Q3 2016 in Review

Blue Bell Private Wealth Management sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q3 2016, closing a stake of 47,860 shares — an estimated $421K sold.

Blue Bell Private Wealth Management first reported a position in FUR in Q2 2016 and held it in 1 quarter. The position peaked at $421K in Q2 2016. 7 funds tracked by Wall St. Rank hold FUR as of Q3 2016.

  • Blue Bell Private Wealth Management reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q3 2016 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 47,860 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q3 2016, an estimated $421K.
  • Blue Bell Private Wealth Management first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2016 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $421K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q3 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2016, filed 14 Oct 2016.