Cerity Partners
CIO

Cerity Partners’s City Office REIT CIO Stock Holding History

Cerity Partners’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,272
Closed -$144K – 505
2020
Q2 		$144K Hold
14,272
– – 0.01% 434
2020
Q1 		$103K Hold
14,272
– – 0.01% 427
2019
Q4 		$193K Buy
+14,272
New +$190K 0.01% 511

Other funds holding CIO

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerity Partners's CIO Position: Q3 2020 in Review

Cerity Partners sold out of City Office REIT (CIO) in Q3 2020, closing a stake of 14,272 shares — an estimated $144K sold.

Cerity Partners first reported a position in CIO in Q4 2019 and held it in 3 quarters. The position peaked at $193K in Q4 2019. 139 funds tracked by Wall St. Rank hold CIO as of Q3 2020.

  • Cerity Partners reported no remaining City Office REIT position as of Q3 2020 after selling out during the quarter.
  • Cerity Partners sold 14,272 City Office REIT shares in Q3 2020, an estimated $144K.
  • Cerity Partners first reported a position in City Office REIT in Q4 2019 and held it in 3 quarters.
  • Cerity Partners's City Office REIT position peaked at $193K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held City Office REIT as of Q3 2020.

Based on Cerity Partners's 13F filing for Q3 2020, filed 12 Nov 2020.