LPL Financial
AIII

LPL Financial’s ACRE Realty Investors Inc AIII Stock Holding History

LPL Financial’s Portfolio AIII Stock Details AIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-12,586
Closed -$18K – 3179
2016
Q1 		$18K Buy
+12,586
New +$16.1K ﹤0.01% 3064
2014
Q2 		– Sell
-28,434
Closed -$21K – 2790
2014
Q1 		$21K Hold
28,434
– – ﹤0.01% 2620
2013
Q4 		$26K Buy
+28,434
New +$27.3K ﹤0.01% 2624

Other funds holding AIII

HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LPL Financial's AIII Position: Q2 2016 in Review

LPL Financial sold out of ACRE Realty Investors Inc (AIII) in Q2 2016, closing a stake of 12,586 shares — an estimated $18K sold.

LPL Financial first reported a position in AIII in Q4 2013 and held it in 3 quarters. The position peaked at $26K in Q4 2013. 9 funds tracked by Wall St. Rank hold AIII as of Q2 2016.

  • LPL Financial reported no remaining ACRE Realty Investors Inc position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 12,586 ACRE Realty Investors Inc shares in Q2 2016, an estimated $18K.
  • LPL Financial first reported a position in ACRE Realty Investors Inc in Q4 2013 and held it in 3 quarters.
  • LPL Financial's ACRE Realty Investors Inc position peaked at $26K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held ACRE Realty Investors Inc as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.