CAL
NXDT

Capital Analysts LLC’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Capital Analysts LLC’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
2018
Q3 		– Sell
-375
Closed -$8K – 595
2018
Q2 		$8K Hold
375
– – ﹤0.01% 484
2018
Q1 		$9K Buy
+375
New +$9.11K ﹤0.01% 457

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Analysts LLC's NXDT Position: Q3 2018 in Review

Capital Analysts LLC sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2018, closing a stake of 375 shares — an estimated $8K sold.

Capital Analysts LLC first reported a position in NXDT in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 59 funds tracked by Wall St. Rank hold NXDT as of Q3 2018.

  • Capital Analysts LLC reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 375 NexPoint Diversified Real Estate Trust shares in Q3 2018, an estimated $8K.
  • Capital Analysts LLC first reported a position in NexPoint Diversified Real Estate Trust in Q1 2018 and held it in 2 quarters.
  • Capital Analysts LLC's NexPoint Diversified Real Estate Trust position peaked at $9K in Q1 2018.
  • 59 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2018.

Based on Capital Analysts LLC's 13F filing for Q3 2018, filed 7 Nov 2018.