NEPWA
FSP

New England Private Wealth Advisors’s Franklin Street Properties FSP Stock Holding History

New England Private Wealth Advisors’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,500
Closed -$165K – 76
2013
Q2 		$165K Buy
+12,500
New +$177K 0.1% 63

Other funds holding FSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Private Wealth Advisors's FSP Position: Q3 2013 in Review

New England Private Wealth Advisors sold out of Franklin Street Properties (FSP) in Q3 2013, closing a stake of 12,500 shares — an estimated $165K sold.

New England Private Wealth Advisors first reported a position in FSP in Q2 2013 and held it in 1 quarter. The position peaked at $165K in Q2 2013. 175 funds tracked by Wall St. Rank hold FSP as of Q3 2013.

  • New England Private Wealth Advisors reported no remaining Franklin Street Properties position as of Q3 2013 after selling out during the quarter.
  • New England Private Wealth Advisors sold 12,500 Franklin Street Properties shares in Q3 2013, an estimated $165K.
  • New England Private Wealth Advisors first reported a position in Franklin Street Properties in Q2 2013 and held it in 1 quarter.
  • New England Private Wealth Advisors's Franklin Street Properties position peaked at $165K in Q2 2013.
  • 175 funds tracked by Wall St. Rank held Franklin Street Properties as of Q3 2013.

Based on New England Private Wealth Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.