RWP
OLP

RWA Wealth Partners’s One Liberty Properties OLP Stock Holding History

RWA Wealth Partners’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-800
Closed -$21K – 565
2018
Q2 		$21K Hold
800
– – ﹤0.01% 533
2018
Q1 		$18K Buy
+800
New +$19.1K ﹤0.01% 415

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RWA Wealth Partners's OLP Position: Q3 2018 in Review

RWA Wealth Partners sold out of One Liberty Properties (OLP) in Q3 2018, closing a stake of 800 shares — an estimated $21K sold.

RWA Wealth Partners first reported a position in OLP in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2018. 116 funds tracked by Wall St. Rank hold OLP as of Q3 2018.

  • RWA Wealth Partners reported no remaining One Liberty Properties position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 800 One Liberty Properties shares in Q3 2018, an estimated $21K.
  • RWA Wealth Partners first reported a position in One Liberty Properties in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's One Liberty Properties position peaked at $21K in Q2 2018.
  • 116 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.