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Centerpoint Advisors’s New England Realty Associates NEN Stock Holding History

Centerpoint Advisors’s Portfolio NEN Stock Details NEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-260
Closed -$17K – 261
2018
Q3 		$17K Buy
+260
New +$17.3K 0.01% 139

Other funds holding NEN

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California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centerpoint Advisors's NEN Position: Q4 2018 in Review

Centerpoint Advisors sold out of New England Realty Associates (NEN) in Q4 2018, closing a stake of 260 shares — an estimated $17K sold.

Centerpoint Advisors first reported a position in NEN in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 9 funds tracked by Wall St. Rank hold NEN as of Q4 2018.

  • Centerpoint Advisors reported no remaining New England Realty Associates position as of Q4 2018 after selling out during the quarter.
  • Centerpoint Advisors sold 260 New England Realty Associates shares in Q4 2018, an estimated $17K.
  • Centerpoint Advisors first reported a position in New England Realty Associates in Q3 2018 and held it in 1 quarter.
  • Centerpoint Advisors's New England Realty Associates position peaked at $17K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held New England Realty Associates as of Q4 2018.

Based on Centerpoint Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.