EWA
RAS

EP Wealth Advisors’s RAIT Financial Trust RAS Stock Holding History

EP Wealth Advisors’s Portfolio RAS Stock Details RAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-12,437
Closed -$85.3K – 137
2015
Q1 		$85.3K Buy
+12,437
New +$88.9K 0.02% 126

Other funds holding RAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

EP Wealth Advisors's RAS Position: Q2 2015 in Review

EP Wealth Advisors sold out of RAIT Financial Trust (RAS) in Q2 2015, closing a stake of 12,437 shares — an estimated $85.3K sold.

EP Wealth Advisors first reported a position in RAS in Q1 2015 and held it in 1 quarter. The position peaked at $85.3K in Q1 2015. 114 funds tracked by Wall St. Rank hold RAS as of Q2 2015.

  • EP Wealth Advisors reported no remaining RAIT Financial Trust position as of Q2 2015 after selling out during the quarter.
  • EP Wealth Advisors sold 12,437 RAIT Financial Trust shares in Q2 2015, an estimated $85.3K.
  • EP Wealth Advisors first reported a position in RAIT Financial Trust in Q1 2015 and held it in 1 quarter.
  • EP Wealth Advisors's RAIT Financial Trust position peaked at $85.3K in Q1 2015.
  • 114 funds tracked by Wall St. Rank held RAIT Financial Trust as of Q2 2015.

Based on EP Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.