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NXDT

Bragg Financial Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Bragg Financial Advisors’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
2019
Q3 		– Sell
-10,470
Closed -$198K – 271
2019
Q2 		$198K Buy
+10,470
New +$208K 0.02% 268

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

Bragg Financial Advisors's NXDT Position: Q3 2019 in Review

Bragg Financial Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2019, closing a stake of 10,470 shares — an estimated $198K sold.

Bragg Financial Advisors first reported a position in NXDT in Q2 2019 and held it in 1 quarter. The position peaked at $198K in Q2 2019. 60 funds tracked by Wall St. Rank hold NXDT as of Q3 2019.

  • Bragg Financial Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2019 after selling out during the quarter.
  • Bragg Financial Advisors sold 10,470 NexPoint Diversified Real Estate Trust shares in Q3 2019, an estimated $198K.
  • Bragg Financial Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q2 2019 and held it in 1 quarter.
  • Bragg Financial Advisors's NexPoint Diversified Real Estate Trust position peaked at $198K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2019.

Based on Bragg Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.