RFA
HME

Reilly Financial Advisors’s HOME PROPERTIES, INC HME Stock Holding History

Reilly Financial Advisors’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-75
Closed -$4K – 890
2014
Q3 		$4K Hold
75
– – ﹤0.01% 693
2014
Q2 		$5K Hold
75
– – ﹤0.01% 687
2014
Q1 		$5K Hold
75
– – ﹤0.01% 679
2013
Q4 		$4K Hold
75
– – ﹤0.01% 726
2013
Q3 		$4K Hold
75
– – ﹤0.01% 646
2013
Q2 		$5K Buy
+75
New +$4.79K ﹤0.01% 641

Other funds holding HME

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Reilly Financial Advisors's HME Position: Q4 2014 in Review

Reilly Financial Advisors sold out of HOME PROPERTIES, INC (HME) in Q4 2014, closing a stake of 75 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in HME in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q2 2014. 255 funds tracked by Wall St. Rank hold HME as of Q4 2014.

  • Reilly Financial Advisors reported no remaining HOME PROPERTIES, INC position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 75 HOME PROPERTIES, INC shares in Q4 2014, an estimated $4K.
  • Reilly Financial Advisors first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's HOME PROPERTIES, INC position peaked at $5K in Q2 2014.
  • 255 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.