First Trust Advisors
BRT

First Trust Advisors’s BRT Apartments BRT Stock Holding History

First Trust Advisors’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-22,467
Closed -$243K – 2326
2020
Q2 		$243K Buy
22,467
+2,321
+12% +$23.7K ﹤0.01% 2197
2020
Q1 		$206K Sell
20,146
-4,215
-17% -$65.1K ﹤0.01% 2193
2019
Q4 		$413K Buy
24,361
+173
+0.7% +$2.91K ﹤0.01% 2182
2019
Q3 		$353K Buy
24,188
+5,881
+32% +$82.4K ﹤0.01% 2243
2019
Q2 		$259K Buy
18,307
+97
+0.5% +$1.32K ﹤0.01% 2314
2019
Q1 		$253K Buy
18,210
+437
+2% +$5.75K ﹤0.01% 2304
2018
Q4 		$203K Buy
17,773
+2,615
+17% +$30K ﹤0.01% 2333
2018
Q3 		$183K Buy
+15,158
New +$195K ﹤0.01% 2382

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

First Trust Advisors's BRT Position: Q3 2020 in Review

First Trust Advisors sold out of BRT Apartments (BRT) in Q3 2020, closing a stake of 22,467 shares — an estimated $243K sold.

First Trust Advisors first reported a position in BRT in Q3 2018 and held it in 8 quarters. The position peaked at $413K in Q4 2019. 73 funds tracked by Wall St. Rank hold BRT as of Q3 2020.

  • First Trust Advisors reported no remaining BRT Apartments position as of Q3 2020 after selling out during the quarter.
  • First Trust Advisors sold 22,467 BRT Apartments shares in Q3 2020, an estimated $243K.
  • First Trust Advisors first reported a position in BRT Apartments in Q3 2018 and held it in 8 quarters.
  • First Trust Advisors's BRT Apartments position peaked at $413K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2020.

Based on First Trust Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.