JFGIW
FUR

Johnson Financial Group Inc (Wisconsin)’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2013
Q4 		– Sell
-180
Closed -$5K – 762
2013
Q3 		$5K Sell
180
-260
-59% -$3.22K ﹤0.01% 620
2013
Q2 		$12K Buy
+440
New +$5.45K ﹤0.01% 553

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FUR Position: Q4 2013 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q4 2013, closing a stake of 180 shares — an estimated $5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FUR in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q2 2013. 124 funds tracked by Wall St. Rank hold FUR as of Q4 2013.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q4 2013 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 180 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q4 2013, an estimated $5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $12K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q4 2013.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2013, filed 11 Feb 2014.