EMFAT
AHRT

Emerald Mutual Fund Advisers Trust’s AH Realty Trust AHRT Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2013
Q4 		– Sell
-20,000
Closed -$198K – 221
2013
Q3 		$198K Hold
20,000
– – 0.03% 201
2013
Q2 		$236K Buy
+20,000
New +$231K 0.04% 188

Other funds holding AHRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's AHRT Position: Q4 2013 in Review

Emerald Mutual Fund Advisers Trust sold out of AH Realty Trust (AHRT) in Q4 2013, closing a stake of 20,000 shares — an estimated $198K sold.

Emerald Mutual Fund Advisers Trust first reported a position in AHRT in Q2 2013 and held it in 2 quarters. The position peaked at $236K in Q2 2013. 78 funds tracked by Wall St. Rank hold AHRT as of Q4 2013.

  • Emerald Mutual Fund Advisers Trust reported no remaining AH Realty Trust position as of Q4 2013 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 20,000 AH Realty Trust shares in Q4 2013, an estimated $198K.
  • Emerald Mutual Fund Advisers Trust first reported a position in AH Realty Trust in Q2 2013 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's AH Realty Trust position peaked at $236K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2013.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2013, filed 30 Jan 2014.