HL Financial Services
FUR

HL Financial Services’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

HL Financial Services’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-10,250
Closed -$119K – 702
2014
Q1 		$119K Sell
10,250
-1,700
-14% -$19.4K ﹤0.01% 634
2013
Q4 		$132K Hold
11,950
– – ﹤0.01% 618
2013
Q3 		$133K Sell
11,950
-3,000
-20% -$37.2K ﹤0.01% 569
2013
Q2 		$180K Buy
+14,950
New +$185K 0.01% 508

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
Apollo Management Holdings
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

HL Financial Services's FUR Position: Q2 2014 in Review

HL Financial Services sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q2 2014, closing a stake of 10,250 shares — an estimated $119K sold.

HL Financial Services first reported a position in FUR in Q2 2013 and held it in 4 quarters. The position peaked at $180K in Q2 2013. 123 funds tracked by Wall St. Rank hold FUR as of Q2 2014.

  • HL Financial Services reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q2 2014 after selling out during the quarter.
  • HL Financial Services sold 10,250 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q2 2014, an estimated $119K.
  • HL Financial Services first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and held it in 4 quarters.
  • HL Financial Services's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $180K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q2 2014.

Based on HL Financial Services's 13F filing for Q2 2014, filed 1 Aug 2014.