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 $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return