Burney Company’s AMREIT AMY Stock Holding History

Burney Company’s Portfolio AMY Stock Details AMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,000	Closed	-$17K	–	421
2013 Q4	$17K	Buy	+1,000	New	+$17K	﹤0.01%	410
2013 Q3	–	Sell	-1,000	Closed	-$19K	–	427
2013 Q2	$19K	Buy	+1,000	New	+$19K	﹤0.01%	393

Burney Company's AMY Position: Q1 2014 in Review

Burney Company sold out of AMREIT (AMY) in Q1 2014, closing a stake of 1,000 shares — an estimated $17K sold.

Burney Company first reported a position in AMY in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 0 funds tracked by Wall St. Rank hold AMY as of Q1 2014.

Burney Company reported no remaining AMREIT position as of Q1 2014 after selling out during the quarter.
Burney Company sold 1,000 AMREIT shares in Q1 2014, an estimated $17K.
Burney Company first reported a position in AMREIT in Q2 2013 and held it in 2 quarters.
Burney Company's AMREIT position peaked at $19K in Q2 2013.
0 funds tracked by Wall St. Rank held AMREIT as of Q1 2014.

Based on Burney Company's 13F filing for Q1 2014, filed 6 May 2014.