EMFAT
PLYM

Emerald Mutual Fund Advisers Trust’s Plymouth Industrial REIT PLYM Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,921
Closed -$24K – 305
2020
Q3 		$24K Sell
1,921
-71
-4% -$927 ﹤0.01% 283
2020
Q2 		$25K Sell
1,992
-29,675
-94% -$394K ﹤0.01% 295
2020
Q1 		$353K Hold
31,667
– – 0.02% 196
2019
Q4 		$582K Buy
31,667
+13,923
+78% +$257K 0.02% 198
2019
Q3 		$325K Buy
+17,744
New +$330K 0.01% 199

Other funds holding PLYM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PLYM Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Plymouth Industrial REIT (PLYM) in Q4 2020, closing a stake of 1,921 shares — an estimated $24K sold.

Emerald Mutual Fund Advisers Trust first reported a position in PLYM in Q3 2019 and held it in 5 quarters. The position peaked at $582K in Q4 2019. 107 funds tracked by Wall St. Rank hold PLYM as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Plymouth Industrial REIT position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 1,921 Plymouth Industrial REIT shares in Q4 2020, an estimated $24K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Plymouth Industrial REIT in Q3 2019 and held it in 5 quarters.
  • Emerald Mutual Fund Advisers Trust's Plymouth Industrial REIT position peaked at $582K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.