HGWM
CSR

Harvest Group Wealth Management’s Centerspace CSR Stock Holding History

Harvest Group Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2
Closed – – 551
2020
Q1 		$0 Buy
+2
New +$143 ﹤0.01% 593

Other funds holding CSR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's CSR Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Centerspace (CSR) in Q2 2020, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in CSR in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 150 funds tracked by Wall St. Rank hold CSR as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Centerspace position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 Centerspace shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Centerspace in Q1 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Centerspace position peaked at $0 in Q1 2020.
  • 150 funds tracked by Wall St. Rank held Centerspace as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.