Kanaly Trust’s Post Properties PPS Stock Holding History

Kanaly Trust’s Portfolio PPS Stock Details PPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-76	Closed	-$5K	–	972
2016 Q3	$5K	Sell	76 -123	-62%	-$7.95K	﹤0.01%	661
2016 Q2	$12K	Sell	199 -125	-39%	-$7.39K	﹤0.01%	516
2016 Q1	$19K	Sell	324 -88	-21%	-$5.02K	﹤0.01%	453
2015 Q4	$24K	Sell	412 -73	-15%	-$4.32K	﹤0.01%	398
2015 Q3	$28K	Sell	485 -64	-12%	-$3.67K	0.01%	387
2015 Q2	$30K	Buy	+549	New	+$30.9K	0.01%	390

Other funds holding PPS

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Kanaly Trust's PPS Position: Q4 2016 in Review

Kanaly Trust sold out of Post Properties (PPS) in Q4 2016, closing a stake of 76 shares — an estimated $5K sold.

Kanaly Trust first reported a position in PPS in Q2 2015 and held it in 6 quarters. The position peaked at $30K in Q2 2015. 1 fund tracked by Wall St. Rank holds PPS as of Q4 2016.

Kanaly Trust reported no remaining Post Properties position as of Q4 2016 after selling out during the quarter.
Kanaly Trust sold 76 Post Properties shares in Q4 2016, an estimated $5K.
Kanaly Trust first reported a position in Post Properties in Q2 2015 and held it in 6 quarters.
Kanaly Trust's Post Properties position peaked at $30K in Q2 2015.
1 fund tracked by Wall St. Rank held Post Properties as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.