PWM
NYRT

ParenteBeard Wealth Management’s New York REIT, Inc. NYRT Stock Holding History

ParenteBeard Wealth Management’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$958K Sell
1,014
-91,118
-99% -$9.91M 11.33% 2
2014
Q3 		$9.47M Sell
92,132
-145
-0.2% -$15.3K 3.96% 7
2014
Q2 		$10.2M Buy
+92,277
New +$10.1M 4.48% 5

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return