SFA
NYRT

Sequoia Financial Advisors’s New York REIT, Inc. NYRT Stock Holding History

Sequoia Financial Advisors’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,559
Closed -$155K – 196
2015
Q2 		$155K Buy
1,559
+180
+13% +$17.6K 0.07% 185
2015
Q1 		$144K Sell
1,379
-50
-3% -$5.22K 0.07% 178
2014
Q4 		$151K Hold
1,429
– – 0.1% 157
2014
Q3 		$147K Buy
+1,429
New +$151K 0.1% 158

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Sequoia Financial Advisors's NYRT Position: Q3 2015 in Review

Sequoia Financial Advisors sold out of New York REIT, Inc. (NYRT) in Q3 2015, closing a stake of 1,559 shares — an estimated $155K sold.

Sequoia Financial Advisors first reported a position in NYRT in Q3 2014 and held it in 4 quarters. The position peaked at $155K in Q2 2015. 156 funds tracked by Wall St. Rank hold NYRT as of Q3 2015.

  • Sequoia Financial Advisors reported no remaining New York REIT, Inc. position as of Q3 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,559 New York REIT, Inc. shares in Q3 2015, an estimated $155K.
  • Sequoia Financial Advisors first reported a position in New York REIT, Inc. in Q3 2014 and held it in 4 quarters.
  • Sequoia Financial Advisors's New York REIT, Inc. position peaked at $155K in Q2 2015.
  • 156 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q3 2015.

Based on Sequoia Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.