Focused Wealth Management’s Armour Residential REIT ARR Stock Holding History

Focused Wealth Management’s Portfolio ARR Stock Details ARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-700	Closed	-$79K	–	685
2016 Q3	$79K	Hold	700	–	–	0.03%	224
2016 Q2	$70K	Hold	700	–	–	0.03%	229
2016 Q1	$75K	Hold	700	–	–	0.04%	159
2015 Q4	$76K	Buy	+700	New	+$73.4K	0.04%	173
2015 Q3	–	Sell	-700	Closed	-$79K	–	676
2015 Q2	$79K	Hold	700	–	–	0.05%	157
2015 Q1	$89K	Hold	700	–	–	0.05%	148
2014 Q4	$103K	Buy	+700	New	+$109K	0.07%	128
2014 Q1	–	Sell	-485	Closed	-$78K	–	626
2013 Q4	$78K	Hold	485	–	–	0.07%	143
2013 Q3	$82K	Buy	+485	New	+$83.2K	0.08%	129

Other funds holding ARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Focused Wealth Management's ARR Position: Q4 2016 in Review

Focused Wealth Management sold out of Armour Residential REIT (ARR) in Q4 2016, closing a stake of 700 shares — an estimated $79K sold.

Focused Wealth Management first reported a position in ARR in Q3 2013 and held it in 9 quarters. The position peaked at $103K in Q4 2014. 125 funds tracked by Wall St. Rank hold ARR as of Q4 2016.

Focused Wealth Management reported no remaining Armour Residential REIT position as of Q4 2016 after selling out during the quarter.
Focused Wealth Management sold 700 Armour Residential REIT shares in Q4 2016, an estimated $79K.
Focused Wealth Management first reported a position in Armour Residential REIT in Q3 2013 and held it in 9 quarters.
Focused Wealth Management's Armour Residential REIT position peaked at $103K in Q4 2014.
125 funds tracked by Wall St. Rank held Armour Residential REIT as of Q4 2016.

Based on Focused Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.