CIA
FPO

Capital Impact Advisors’s First Potomac Realty Trust FPO Stock Holding History

Capital Impact Advisors’s Portfolio FPO Stock Details FPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,215
Closed -$151K – 356
2014
Q4 		$151K Hold
12,215
– – 0.07% 170
2014
Q3 		$144 Hold
12,215
– – ﹤0.01% 155
2014
Q2 		$160K Buy
+12,215
New +$159K 0.12% 172

Other funds holding FPO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Impact Advisors's FPO Position: Q1 2015 in Review

Capital Impact Advisors sold out of First Potomac Realty Trust (FPO) in Q1 2015, closing a stake of 12,215 shares — an estimated $151K sold.

Capital Impact Advisors first reported a position in FPO in Q2 2014 and held it in 3 quarters. The position peaked at $160K in Q2 2014. 132 funds tracked by Wall St. Rank hold FPO as of Q1 2015.

  • Capital Impact Advisors reported no remaining First Potomac Realty Trust position as of Q1 2015 after selling out during the quarter.
  • Capital Impact Advisors sold 12,215 First Potomac Realty Trust shares in Q1 2015, an estimated $151K.
  • Capital Impact Advisors first reported a position in First Potomac Realty Trust in Q2 2014 and held it in 3 quarters.
  • Capital Impact Advisors's First Potomac Realty Trust position peaked at $160K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q1 2015.

Based on Capital Impact Advisors's 13F filing for Q1 2015, filed 29 May 2015.