MNBTD
CIO

Moody National Bank Trust Division’s City Office REIT CIO Stock Holding History

Moody National Bank Trust Division’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,002
Closed -$10K – 1217
2018
Q4 		$10K Buy
+1,002
New +$11.2K ﹤0.01% 602

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Moody National Bank Trust Division's CIO Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of City Office REIT (CIO) in Q1 2019, closing a stake of 1,002 shares — an estimated $10K sold.

Moody National Bank Trust Division first reported a position in CIO in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 140 funds tracked by Wall St. Rank hold CIO as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining City Office REIT position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 1,002 City Office REIT shares in Q1 2019, an estimated $10K.
  • Moody National Bank Trust Division first reported a position in City Office REIT in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's City Office REIT position peaked at $10K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held City Office REIT as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.