Northwest Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Northwest Wealth Management’s Portfolio NXDT Stock Details NXDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-21	Closed	–	–	359
2019 Q1	$0	Hold	21	–	–	﹤0.01%	542
2018 Q4	$0	Hold	21	–	–	﹤0.01%	533
2018 Q3	$0	Hold	21	–	–	﹤0.01%	529
2018 Q2	$0	Hold	21	–	–	﹤0.01%	530
2018 Q1	$0	Buy	+21	New	+$510	﹤0.01%	531

Other funds holding NXDT

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Wealth Management's NXDT Position: Q2 2019 in Review

Northwest Wealth Management sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2019, closing a stake of 21 shares.

Northwest Wealth Management first reported a position in NXDT in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 60 funds tracked by Wall St. Rank hold NXDT as of Q2 2019.

Northwest Wealth Management reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 21 NexPoint Diversified Real Estate Trust shares in Q2 2019.
Northwest Wealth Management first reported a position in NexPoint Diversified Real Estate Trust in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's NexPoint Diversified Real Estate Trust position peaked at $0 in Q1 2019.
60 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.