FIM
CIO

Foresters Investment Management’s City Office REIT CIO Stock Holding History

Foresters Investment Management’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-953
Closed -$12K – 369
2018
Q2 		$12K Sell
953
-14,800
-94% -$176K ﹤0.01% 368
2018
Q1 		$182K Hold
15,753
– – ﹤0.01% 363
2017
Q4 		$205K Hold
15,753
– – ﹤0.01% 495
2017
Q3 		$217K Hold
15,753
– – ﹤0.01% 466
2017
Q2 		$200K Sell
15,753
-347
-2% -$4.32K ﹤0.01% 466
2017
Q1 		$196K Sell
16,100
-2,300
-13% -$29K ﹤0.01% 370
2016
Q4 		$237K Hold
18,400
– – ﹤0.01% 353
2016
Q3 		$234K Hold
18,400
– – ﹤0.01% 341
2016
Q2 		$239K Buy
+18,400
New +$213K ﹤0.01% 338

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Foresters Investment Management's CIO Position: Q3 2018 in Review

Foresters Investment Management sold out of City Office REIT (CIO) in Q3 2018, closing a stake of 953 shares — an estimated $12K sold.

Foresters Investment Management first reported a position in CIO in Q2 2016 and held it in 9 quarters. The position peaked at $239K in Q2 2016. 137 funds tracked by Wall St. Rank hold CIO as of Q3 2018.

  • Foresters Investment Management reported no remaining City Office REIT position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 953 City Office REIT shares in Q3 2018, an estimated $12K.
  • Foresters Investment Management first reported a position in City Office REIT in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's City Office REIT position peaked at $239K in Q2 2016.
  • 137 funds tracked by Wall St. Rank held City Office REIT as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.