IFAM
SRG

Institutional & Family Asset Management’s Seritage Growth Properties SRG Stock Holding History

Institutional & Family Asset Management’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-32
Closed -$1K – 901
2019
Q4 		$1K Hold
32
– – ﹤0.01% 832
2019
Q3 		$1K Hold
32
– – ﹤0.01% 803
2019
Q2 		$1K Hold
32
– – ﹤0.01% 820
2019
Q1 		$1K Hold
32
– – ﹤0.01% 812
2018
Q4 		$1K Hold
32
– – ﹤0.01% 788
2018
Q3 		$2K Hold
32
– – ﹤0.01% 757
2018
Q2 		$1K Hold
32
– – ﹤0.01% 814
2018
Q1 		$1K Buy
+32
New +$1.24K ﹤0.01% 811

Other funds holding SRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return

Institutional & Family Asset Management's SRG Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Seritage Growth Properties (SRG) in Q1 2020, closing a stake of 32 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SRG in Q1 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 128 funds tracked by Wall St. Rank hold SRG as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Seritage Growth Properties position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 32 Seritage Growth Properties shares in Q1 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Seritage Growth Properties in Q1 2018 and held it in 8 quarters.
  • Institutional & Family Asset Management's Seritage Growth Properties position peaked at $2K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.