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Omnia Family Wealth’s SITE Centers SITC Stock Holding History

Omnia Family Wealth’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-412
Closed -$5K – 678
2017
Q2 		$5K Buy
412
+296
+255% +$3.86K ﹤0.01% 415
2017
Q1 		$2K Sell
116
-63
-35% -$1.16K ﹤0.01% 611
2016
Q4 		$4K Buy
+179
New +$3.57K ﹤0.01% 465

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Omnia Family Wealth's SITC Position: Q3 2017 in Review

Omnia Family Wealth sold out of SITE Centers (SITC) in Q3 2017, closing a stake of 412 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in SITC in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 266 funds tracked by Wall St. Rank hold SITC as of Q3 2017.

  • Omnia Family Wealth reported no remaining SITE Centers position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 412 SITE Centers shares in Q3 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in SITE Centers in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's SITE Centers position peaked at $5K in Q2 2017.
  • 266 funds tracked by Wall St. Rank held SITE Centers as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.