RFA
BIR.PRA

Reilly Financial Advisors’s BERKSHIRE INCM REALTY INC 9% SR A PFD BIR.PRA Stock Holding History

Reilly Financial Advisors’s Portfolio BIR.PRA Stock Details BIR.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,421
Closed -$39K – 917
2014
Q1 		$39K Buy
+1,421
New +$38.7K 0.01% 312

Other funds holding BIR.PRA

AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return

Reilly Financial Advisors's BIR.PRA Position: Q2 2014 in Review

Reilly Financial Advisors sold out of BERKSHIRE INCM REALTY INC 9% SR A PFD (BIR.PRA) in Q2 2014, closing a stake of 1,421 shares — an estimated $39K sold.

Reilly Financial Advisors first reported a position in BIR.PRA in Q1 2014 and held it in 1 quarter. The position peaked at $39K in Q1 2014. 4 funds tracked by Wall St. Rank hold BIR.PRA as of Q2 2014.

  • Reilly Financial Advisors reported no remaining BERKSHIRE INCM REALTY INC 9% SR A PFD position as of Q2 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,421 BERKSHIRE INCM REALTY INC 9% SR A PFD shares in Q2 2014, an estimated $39K.
  • Reilly Financial Advisors first reported a position in BERKSHIRE INCM REALTY INC 9% SR A PFD in Q1 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's BERKSHIRE INCM REALTY INC 9% SR A PFD position peaked at $39K in Q1 2014.
  • 4 funds tracked by Wall St. Rank held BERKSHIRE INCM REALTY INC 9% SR A PFD as of Q2 2014.

Based on Reilly Financial Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.