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Pathway Financial Advisors’s SITE Centers SITC Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-2,134
Closed -$25K – 327
2018
Q2 		$25K Hold
2,134
– – 0.01% 323
2018
Q1 		$20K Hold
2,134
– – 0.01% 342
2017
Q4 		$25K Buy
+2,134
New +$22.7K 0.01% 338

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Pathway Financial Advisors's SITC Position: Q3 2018 in Review

Pathway Financial Advisors sold out of SITE Centers (SITC) in Q3 2018, closing a stake of 2,134 shares — an estimated $25K sold.

Pathway Financial Advisors first reported a position in SITC in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q2 2018. 195 funds tracked by Wall St. Rank hold SITC as of Q3 2018.

  • Pathway Financial Advisors reported no remaining SITE Centers position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,134 SITE Centers shares in Q3 2018, an estimated $25K.
  • Pathway Financial Advisors first reported a position in SITE Centers in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's SITE Centers position peaked at $25K in Q2 2018.
  • 195 funds tracked by Wall St. Rank held SITE Centers as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.