Joel Isaacson & Co’s Vivmark Residential VMRK Stock Holding History

Joel Isaacson & Co’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,000	Closed	-$64K	–	660
2016 Q3	$64K	Hold	1,000	–	–	0.01%	292
2016 Q2	$69K	Hold	1,000	–	–	0.01%	278
2016 Q1	$75K	Hold	1,000	–	–	0.02%	279
2015 Q4	$82K	Hold	1,000	–	–	0.02%	256
2015 Q3	$75K	Hold	1,000	–	–	0.02%	264
2015 Q2	$70K	Hold	1,000	–	–	0.02%	310
2015 Q1	$78K	Hold	1,000	–	–	0.02%	293
2014 Q4	$72K	Hold	1,000	–	–	0.02%	273
2014 Q3	$62K	Hold	1,000	–	–	0.02%	269
2014 Q2	$63K	Hold	1,000	–	–	0.02%	271
2014 Q1	$58K	Hold	1,000	–	–	0.02%	270
2013 Q4	$52K	Hold	1,000	–	–	0.02%	260
2013 Q3	$54K	Hold	1,000	–	–	0.02%	246
2013 Q2	$58K	Buy	+1,000	New	+$57.4K	0.03%	207

Other funds holding VMRK

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Joel Isaacson & Co's VMRK Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Vivmark Residential (VMRK) in Q4 2016, closing a stake of 1,000 shares — an estimated $64K sold.

Joel Isaacson & Co first reported a position in VMRK in Q2 2013 and held it in 14 quarters. The position peaked at $82K in Q4 2015. 506 funds tracked by Wall St. Rank hold VMRK as of Q4 2016.

Joel Isaacson & Co reported no remaining Vivmark Residential position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 1,000 Vivmark Residential shares in Q4 2016, an estimated $64K.
Joel Isaacson & Co first reported a position in Vivmark Residential in Q2 2013 and held it in 14 quarters.
Joel Isaacson & Co's Vivmark Residential position peaked at $82K in Q4 2015.
506 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.