CFA
NXDT

CT Financial Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

CT Financial Advisors’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
2017
Q1 		$412 Hold
18
– – ﹤0.01% 613
2016
Q4 		$410 Buy
+18
New +$395 ﹤0.01% 613

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CT Financial Advisors's NXDT Position: Q1 2017 in Review

CT Financial Advisors held its NexPoint Diversified Real Estate Trust (NXDT) position steady in Q1 2017 at 18 shares worth $412. The position accounts for ﹤0.01% of the portfolio, ranked #613.

CT Financial Advisors first reported a position in NXDT in Q4 2016 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold NXDT as of Q1 2017.

  • CT Financial Advisors held 18 shares of NexPoint Diversified Real Estate Trust worth $412 as of Q1 2017.
  • CT Financial Advisors left its NexPoint Diversified Real Estate Trust share count unchanged in Q1 2017.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #613 holding.
  • CT Financial Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2016 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.