ProVise Management Group’s First Potomac Realty Trust FPO Stock Holding History

ProVise Management Group’s Portfolio FPO Stock Details FPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,800	Closed	-$118K	–	335
2016 Q4	$118K	Sell	10,800 -12,800	-54%	-$121K	0.02%	318
2016 Q3	$216K	Hold	23,600	–	–	0.04%	300
2016 Q2	$217K	Sell	23,600 -600	-2%	-$5.35K	0.04%	279
2016 Q1	$219K	Hold	24,200	–	–	0.05%	262
2015 Q4	$276K	Hold	24,200	–	–	0.06%	235
2015 Q3	$266K	Sell	24,200 -1,000	-4%	-$11K	0.06%	227
2015 Q2	$260K	Sell	25,200 -4,900	-16%	-$52.8K	0.06%	252
2015 Q1	$358K	Hold	30,100	–	–	0.08%	221
2014 Q4	$372K	Sell	30,100 -1,000	-3%	-$12.2K	0.08%	221
2014 Q3	$365K	Sell	31,100 -1,300	-4%	-$16.9K	0.08%	233
2014 Q2	$425K	Hold	32,400	–	–	0.09%	228
2014 Q1	$419K	Sell	32,400 -2,000	-6%	-$25.3K	0.1%	205
2013 Q4	$400K	Sell	34,400 -1,500	-4%	-$17.9K	0.1%	199
2013 Q3	$451K	Sell	35,900 -3,000	-8%	-$39.5K	0.13%	187
2013 Q2	$508K	Buy	+38,900	New	+$568K	0.15%	171

Other funds holding FPO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ProVise Management Group's FPO Position: Q1 2017 in Review

ProVise Management Group sold out of First Potomac Realty Trust (FPO) in Q1 2017, closing a stake of 10,800 shares — an estimated $118K sold.

ProVise Management Group first reported a position in FPO in Q2 2013 and held it in 15 quarters. The position peaked at $508K in Q2 2013. 121 funds tracked by Wall St. Rank hold FPO as of Q1 2017.

ProVise Management Group reported no remaining First Potomac Realty Trust position as of Q1 2017 after selling out during the quarter.
ProVise Management Group sold 10,800 First Potomac Realty Trust shares in Q1 2017, an estimated $118K.
ProVise Management Group first reported a position in First Potomac Realty Trust in Q2 2013 and held it in 15 quarters.
ProVise Management Group's First Potomac Realty Trust position peaked at $508K in Q2 2013.
121 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q1 2017.

Based on ProVise Management Group's 13F filing for Q1 2017, filed 10 May 2017.