Envestnet Asset Management’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-738
| Closed | -$17K | – | 2649 |
|
|
2014
Q4 | $17K | Buy |
738
+203
| +38% | +$4.68K | ﹤0.01% | 1816 |
|
|
2014
Q3 | $9K | Sell |
535
-788
| -60% | -$13.3K | ﹤0.01% | 2179 |
|
|
2014
Q2 | $24K | Buy |
1,323
+816
| +161% | +$14.8K | ﹤0.01% | 1701 |
|
|
2014
Q1 | $9K | Sell |
507
-350
| -41% | -$6.21K | ﹤0.01% | 1950 |
|
|
2013
Q4 | $14K | Buy |
857
+56
| +7% | +$915 | ﹤0.01% | 1636 |
|
|
2013
Q3 | $12K | Sell |
801
-140
| -15% | -$2.1K | ﹤0.01% | 1658 |
|
|
2013
Q2 | $15K | Buy |
+941
| New | +$15K | ﹤0.01% | 1536 |
|