CFA
NXDT

Carroll Financial Associates’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Carroll Financial Associates’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
Q1 		– Sell
-35
Closed – – 1306
2017
Q4 		$0 Hold
35
– – ﹤0.01% 1275
2017
Q3 		$0 Buy
+35
New +$780 ﹤0.01% 1235

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carroll Financial Associates's NXDT Position: Q1 2018 in Review

Carroll Financial Associates sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2018, closing a stake of 35 shares.

Carroll Financial Associates first reported a position in NXDT in Q3 2017 and held it in 2 quarters. The position peaked at $0 in Q4 2017. 45 funds tracked by Wall St. Rank hold NXDT as of Q1 2018.

  • Carroll Financial Associates reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 35 NexPoint Diversified Real Estate Trust shares in Q1 2018.
  • Carroll Financial Associates first reported a position in NexPoint Diversified Real Estate Trust in Q3 2017 and held it in 2 quarters.
  • Carroll Financial Associates's NexPoint Diversified Real Estate Trust position peaked at $0 in Q4 2017.
  • 45 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.