FFW
BRT

Fusion Family Wealth’s BRT Apartments BRT Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-7,250
Closed -$83K – 164
2018
Q4 		$83K Hold
7,250
– – 0.02% 94
2018
Q3 		$87K Hold
7,250
– – 0.02% 92
2018
Q2 		$92K Hold
7,250
– – 0.03% 95
2018
Q1 		$85K Hold
7,250
– – 0.03% 85
2017
Q4 		$850K Buy
+7,250
New +$77.3K 0.21% 30
2017
Q3 		– Sell
-7,250
Closed -$1K – 235
2017
Q2 		$1K Hold
7,250
– – ﹤0.01% 261
2017
Q1 		$0 Buy
7,250
+3,000
+71% +$25.3K ﹤0.01% 333
2016
Q4 		$1K Buy
+4,250
New +$33.5K ﹤0.01% 357

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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Family Wealth's BRT Position: Q1 2019 in Review

Fusion Family Wealth sold out of BRT Apartments (BRT) in Q1 2019, closing a stake of 7,250 shares — an estimated $83K sold.

Fusion Family Wealth first reported a position in BRT in Q4 2016 and held it in 8 quarters. The position peaked at $850K in Q4 2017. 75 funds tracked by Wall St. Rank hold BRT as of Q1 2019.

  • Fusion Family Wealth reported no remaining BRT Apartments position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 7,250 BRT Apartments shares in Q1 2019, an estimated $83K.
  • Fusion Family Wealth first reported a position in BRT Apartments in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's BRT Apartments position peaked at $850K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.