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Filbrandt Wealth Management’s Seritage Growth Properties SRG Stock Holding History

Filbrandt Wealth Management’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-270
Closed -$3K – 320
2020
Q2 		$3K Buy
+270
New +$2.72K ﹤0.01% 306

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EdgePoint Investment Group
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BlackRock
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State Street
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Empyrean Capital Partners
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
B
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Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Filbrandt Wealth Management's SRG Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Seritage Growth Properties (SRG) in Q3 2020, closing a stake of 270 shares — an estimated $3K sold.

Filbrandt Wealth Management first reported a position in SRG in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 101 funds tracked by Wall St. Rank hold SRG as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Seritage Growth Properties position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 270 Seritage Growth Properties shares in Q3 2020, an estimated $3K.
  • Filbrandt Wealth Management first reported a position in Seritage Growth Properties in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Seritage Growth Properties position peaked at $3K in Q2 2020.
  • 101 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.