OSAM
FUR

O'Shaughnessy Asset Management’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

O'Shaughnessy Asset Management’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-251
Closed -$3K – 1099
2014
Q1 		$3K Buy
251
+49
+24% +$560 ﹤0.01% 886
2013
Q4 		$2K Hold
202
– – ﹤0.01% 925
2013
Q3 		$2K Buy
+202
New +$2.5K ﹤0.01% 897

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

O'Shaughnessy Asset Management's FUR Position: Q2 2014 in Review

O'Shaughnessy Asset Management sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q2 2014, closing a stake of 251 shares — an estimated $3K sold.

O'Shaughnessy Asset Management first reported a position in FUR in Q3 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 123 funds tracked by Wall St. Rank hold FUR as of Q2 2014.

  • O'Shaughnessy Asset Management reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q2 2014 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 251 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q2 2014, an estimated $3K.
  • O'Shaughnessy Asset Management first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q3 2013 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $3K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q2 2014.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.