Marino Stram & Associates’s New England Realty Associates NEN Stock Holding History

Marino Stram & Associates’s Portfolio NEN Stock Details NEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-750	Closed	-$49K	–	398
2019 Q1	$49K	Hold	750	–	–	0.04%	164
2018 Q4	$42K	Hold	750	–	–	0.04%	163
2018 Q3	$50K	Hold	750	–	–	0.04%	169
2018 Q2	$50K	Hold	750	–	–	0.04%	164
2018 Q1	$53K	Hold	750	–	–	0.05%	159
2017 Q4	$55K	Buy	+750	New	+$54.1K	0.05%	160

Other funds holding NEN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marino Stram & Associates's NEN Position: Q2 2019 in Review

Marino Stram & Associates sold out of New England Realty Associates (NEN) in Q2 2019, closing a stake of 750 shares — an estimated $49K sold.

Marino Stram & Associates first reported a position in NEN in Q4 2017 and held it in 6 quarters. The position peaked at $55K in Q4 2017. 11 funds tracked by Wall St. Rank hold NEN as of Q2 2019.

Marino Stram & Associates reported no remaining New England Realty Associates position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 750 New England Realty Associates shares in Q2 2019, an estimated $49K.
Marino Stram & Associates first reported a position in New England Realty Associates in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's New England Realty Associates position peaked at $55K in Q4 2017.
11 funds tracked by Wall St. Rank held New England Realty Associates as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.