PFGIA
ACR

Patriot Financial Group Insurance Agency’s ACRES Commercial Realty ACR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-152
Closed -$5K – 1302
2019
Q3 		$5K Hold
152
– – ﹤0.01% 919
2019
Q2 		$5K Hold
152
– – ﹤0.01% 927
2019
Q1 		$5K Hold
152
– – ﹤0.01% 831
2018
Q4 		$5K Hold
152
– – ﹤0.01% 722
2018
Q3 		$5K Buy
+152
New +$5.1K ﹤0.01% 720

Other funds holding ACR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 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

Patriot Financial Group Insurance Agency's ACR Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of ACRES Commercial Realty (ACR) in Q4 2019, closing a stake of 152 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in ACR in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 118 funds tracked by Wall St. Rank hold ACR as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining ACRES Commercial Realty position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 152 ACRES Commercial Realty shares in Q4 2019, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in ACRES Commercial Realty in Q3 2018 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's ACRES Commercial Realty position peaked at $5K in Q3 2019.
  • 118 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.