IHT Wealth Management’s Centerspace CSR Stock Holding History

IHT 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
2018 Q1	–	Sell	-9	Closed	-$1K	–	1701
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	1562
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	1290
2017 Q2	$75	Hold	9	–	–	0.04%	404
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	1149
2016 Q4	$1K	Buy	+9	New	+$571	﹤0.01%	1095

Other funds holding CSR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's CSR Position: Q1 2018 in Review

IHT Wealth Management sold out of Centerspace (CSR) in Q1 2018, closing a stake of 9 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in CSR in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 145 funds tracked by Wall St. Rank hold CSR as of Q1 2018.

IHT Wealth Management reported no remaining Centerspace position as of Q1 2018 after selling out during the quarter.
IHT Wealth Management sold 9 Centerspace shares in Q1 2018, an estimated $1K.
IHT Wealth Management first reported a position in Centerspace in Q4 2016 and held it in 5 quarters.
IHT Wealth Management's Centerspace position peaked at $1K in Q4 2017.
145 funds tracked by Wall St. Rank held Centerspace as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.