CWA
NYRT

Clarus Wealth Advisors’s New York REIT, Inc. NYRT Stock Holding History

Clarus Wealth Advisors’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$5K – 735
2018
Q3 		$5K Hold
250
– – ﹤0.01% 621
2018
Q2 		$5K Buy
+250
New +$4.95K ﹤0.01% 634

Other funds holding NYRT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Clarus Wealth Advisors's NYRT Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of New York REIT, Inc. (NYRT) in Q4 2018, closing a stake of 250 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in NYRT in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 3 funds tracked by Wall St. Rank hold NYRT as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining New York REIT, Inc. position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 250 New York REIT, Inc. shares in Q4 2018, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in New York REIT, Inc. in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's New York REIT, Inc. position peaked at $5K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.