Raymond James Financial Services Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio NXDT Stock Details NXDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-19,612	Closed	-$391K	–	2850
2018 Q4	$391K	Buy	19,612 +2,100	+12%	+$45.2K	﹤0.01%	1828
2018 Q3	$392K	Sell	17,512 -928	-5%	-$21K	﹤0.01%	2103
2018 Q2	$405K	Buy	18,440 +6,155	+50%	+$141K	﹤0.01%	2019
2018 Q1	$282K	Buy	12,285 +81	+0.7%	+$1.97K	﹤0.01%	2067
2017 Q4	$309K	Buy	12,204 +1,493	+14%	+$35.6K	﹤0.01%	2005
2017 Q3	$247K	Buy	+10,711	New	+$239K	﹤0.01%	2139

Other funds holding NXDT

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Raymond James Financial Services Advisors's NXDT Position: Q1 2019 in Review

Raymond James Financial Services Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2019, closing a stake of 19,612 shares — an estimated $391K sold.

Raymond James Financial Services Advisors first reported a position in NXDT in Q3 2017 and held it in 6 quarters. The position peaked at $405K in Q2 2018. 51 funds tracked by Wall St. Rank hold NXDT as of Q1 2019.

Raymond James Financial Services Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2019 after selling out during the quarter.
Raymond James Financial Services Advisors sold 19,612 NexPoint Diversified Real Estate Trust shares in Q1 2019, an estimated $391K.
Raymond James Financial Services Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q3 2017 and held it in 6 quarters.
Raymond James Financial Services Advisors's NexPoint Diversified Real Estate Trust position peaked at $405K in Q2 2018.
51 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2019, filed 6 May 2019.