SWA
BMR

SFMG Wealth Advisors’s BIOMED REALTY TRUST INC BMR Stock Holding History

SFMG Wealth Advisors’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,000
Closed -$227K – 187
2015
Q1 		$227K Buy
+10,000
New +$230K 0.02% 159

Other funds holding BMR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

SFMG Wealth Advisors's BMR Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of BIOMED REALTY TRUST INC (BMR) in Q2 2015, closing a stake of 10,000 shares — an estimated $227K sold.

SFMG Wealth Advisors first reported a position in BMR in Q1 2015 and held it in 1 quarter. The position peaked at $227K in Q1 2015. 259 funds tracked by Wall St. Rank hold BMR as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining BIOMED REALTY TRUST INC position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,000 BIOMED REALTY TRUST INC shares in Q2 2015, an estimated $227K.
  • SFMG Wealth Advisors first reported a position in BIOMED REALTY TRUST INC in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's BIOMED REALTY TRUST INC position peaked at $227K in Q1 2015.
  • 259 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.