BSW
ARR

Buckingham Strategic Wealth’s Armour Residential REIT ARR Stock Holding History

Buckingham Strategic Wealth’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-353
Closed -$54K – 209
2014
Q3 		$54K Sell
353
-78
-18% -$13.1K 0.02% 181
2014
Q2 		$75K Sell
431
-1
-0.2% -$170 0.03% 169
2014
Q1 		$71K Buy
+432
New +$72.4K 0.03% 151

Other funds holding ARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Strategic Wealth's ARR Position: Q4 2014 in Review

Buckingham Strategic Wealth sold out of Armour Residential REIT (ARR) in Q4 2014, closing a stake of 353 shares — an estimated $54K sold.

Buckingham Strategic Wealth first reported a position in ARR in Q1 2014 and held it in 3 quarters. The position peaked at $75K in Q2 2014. 135 funds tracked by Wall St. Rank hold ARR as of Q4 2014.

  • Buckingham Strategic Wealth reported no remaining Armour Residential REIT position as of Q4 2014 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 353 Armour Residential REIT shares in Q4 2014, an estimated $54K.
  • Buckingham Strategic Wealth first reported a position in Armour Residential REIT in Q1 2014 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Armour Residential REIT position peaked at $75K in Q2 2014.
  • 135 funds tracked by Wall St. Rank held Armour Residential REIT as of Q4 2014.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2014, filed 17 Feb 2015.