GI
BRG

Gradient Investments’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Gradient Investments’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,763
Closed -$28K – 1212
2017
Q4 		$28K Buy
+2,763
New +$30.7K ﹤0.01% 422
2017
Q3 		– Sell
-2,763
Closed -$36K – 768
2017
Q2 		$36K Hold
2,763
– – ﹤0.01% 340
2017
Q1 		$34K Hold
2,763
– – ﹤0.01% 348
2016
Q4 		$38K Hold
2,763
– – ﹤0.01% 292
2016
Q3 		$36K Buy
+2,763
New +$36.7K ﹤0.01% 288

Other funds holding BRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Gradient Investments's BRG Position: Q1 2018 in Review

Gradient Investments sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2018, closing a stake of 2,763 shares — an estimated $28K sold.

Gradient Investments first reported a position in BRG in Q3 2016 and held it in 5 quarters. The position peaked at $38K in Q4 2016. 100 funds tracked by Wall St. Rank hold BRG as of Q1 2018.

  • Gradient Investments reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 2,763 Bluerock Residential Growth REIT, Inc. shares in Q1 2018, an estimated $28K.
  • Gradient Investments first reported a position in Bluerock Residential Growth REIT, Inc. in Q3 2016 and held it in 5 quarters.
  • Gradient Investments's Bluerock Residential Growth REIT, Inc. position peaked at $38K in Q4 2016.
  • 100 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.