Greenwood Investments’s BRT Apartments BRT Stock Holding History

Greenwood Investments’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
2016 Q4	$7.5M	Hold	915,779	–	–	21.48%	2
2016 Q3	$7.33M	Hold	915,779	–	–	21.97%	1
2016 Q2	$6.55M	Hold	915,779	–	–	12.08%	4
2016 Q1	$6.37M	Sell	915,779 -293,684	-24%	-$1.8M	10%	5
2015 Q4	$7.67M	Hold	1,209,463	–	–	9.48%	5
2015 Q3	$8.57M	Buy	1,209,463 +18,718	+2%	+$131K	8.82%	5
2015 Q2	$8.37M	Buy	1,190,745 +30,670	+3%	+$214K	8.04%	5
2015 Q1	$8.28M	Buy	1,160,075 +36,000	+3%	+$253K	8.68%	5
2014 Q4	$7.85M	Buy	1,124,075 +98,675	+10%	+$709K	8.43%	5
2014 Q3	$7.69M	Hold	1,025,400	–	–	6.44%	6
2014 Q2	$7.57M	Hold	1,025,400	–	–	5.06%	10
2014 Q1	$7.31M	Buy	1,025,400 +24,900	+2%	+$180K	4.86%	9
2013 Q4	$7.07M	Buy	1,000,500 +100	+0%	+$706	4.67%	11
2013 Q3	$7.17M	Buy	1,000,400 +15,675	+2%	+$112K	4.96%	10
2013 Q2	$6.89M	Buy	+984,725	New	+$7.1M	4.52%	9

Other funds holding BRT

TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

Greenwood Investments's BRT Position: Q4 2016 in Review

Greenwood Investments held its BRT Apartments (BRT) position steady in Q4 2016 at 915,779 shares worth $7.5M. The position accounts for 21.48% of the portfolio, ranked #2.

Greenwood Investments first reported a position in BRT in Q2 2013 and has held it in 15 quarters since. The position peaked at $8.57M in Q3 2015. 30 funds tracked by Wall St. Rank hold BRT as of Q4 2016.

Greenwood Investments held 915,779 shares of BRT Apartments worth $7.5M as of Q4 2016.
Greenwood Investments left its BRT Apartments share count unchanged in Q4 2016.
BRT Apartments made up 21.48% of Greenwood Investments's portfolio in Q4 2016, its #2 holding.
Greenwood Investments first reported a position in BRT Apartments in Q2 2013 and has held it in 15 quarters since.
Greenwood Investments's BRT Apartments position peaked at $8.57M in Q3 2015.
30 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2016.

Based on Greenwood Investments's 13F filing for Q4 2016, filed 14 Feb 2017.