CI
AHRT

Cavalier Investments’s AH Realty Trust AHRT Stock Holding History

Cavalier Investments’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-21,100
Closed -$293K – 145
2017
Q2 		$293K Hold
21,100
– – 0.16% 111
2017
Q1 		$293K Hold
21,100
– – 0.16% 114
2016
Q4 		$307K Hold
21,100
– – 0.2% 85
2016
Q3 		$283K Hold
21,100
– – 0.17% 95
2016
Q2 		$290K Buy
+21,100
New +$256K 0.17% 94

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cavalier Investments's AHRT Position: Q3 2017 in Review

Cavalier Investments sold out of AH Realty Trust (AHRT) in Q3 2017, closing a stake of 21,100 shares — an estimated $293K sold.

Cavalier Investments first reported a position in AHRT in Q2 2016 and held it in 5 quarters. The position peaked at $307K in Q4 2016. 160 funds tracked by Wall St. Rank hold AHRT as of Q3 2017.

  • Cavalier Investments reported no remaining AH Realty Trust position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 21,100 AH Realty Trust shares in Q3 2017, an estimated $293K.
  • Cavalier Investments first reported a position in AH Realty Trust in Q2 2016 and held it in 5 quarters.
  • Cavalier Investments's AH Realty Trust position peaked at $307K in Q4 2016.
  • 160 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.