Shelton Capital Management’s Acadia Realty Trust AKR Stock Holding History

Shelton Capital Management’s Portfolio AKR Stock Details AKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,755	Closed	-$201K	–	663
2019 Q4	$201K	Hold	7,755	–	–	0.01%	765
2019 Q3	$222K	Sell	7,755 -432	-5%	-$12K	0.01%	700
2019 Q2	$224K	Buy	8,187 +7,964	+3,571%	+$223K	0.01%	717
2019 Q1	$8.19K	Buy	+223	New	+$6.15K	0.03%	455
2018 Q4	–	Sell	-8,187	Closed	-$229K	–	785
2018 Q3	$229K	Buy	8,187 +564	+7%	+$15.6K	0.01%	775
2018 Q2	$209K	Buy	+7,623	New	+$192K	0.01%	775
2018 Q1	–	Sell	-7,623	Closed	-$209K	–	842
2017 Q4	$209K	Hold	7,623	–	–	0.01%	794
2017 Q3	$218K	Sell	7,623 -792	-9%	-$22.9K	0.01%	746
2017 Q2	$234K	Buy	8,415 +778	+10%	+$22.3K	0.02%	732
2017 Q1	$230K	Buy	+7,637	New	+$241K	0.02%	728
2016 Q4	–	Sell	-5,790	Closed	-$210K	–	865
2016 Q3	$210K	Sell	5,790 -6	-0.1%	-$219	0.02%	729
2016 Q2	$206K	Buy	5,796 +6	+0.1%	+$205	0.02%	705
2016 Q1	$203K	Buy	+5,790	New	+$193K	0.02%	715

Other funds holding AKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shelton Capital Management's AKR Position: Q1 2020 in Review

Shelton Capital Management sold out of Acadia Realty Trust (AKR) in Q1 2020, closing a stake of 7,755 shares — an estimated $201K sold.

Shelton Capital Management first reported a position in AKR in Q1 2016 and held it in 13 quarters. The position peaked at $234K in Q2 2017. 181 funds tracked by Wall St. Rank hold AKR as of Q1 2020.

Shelton Capital Management reported no remaining Acadia Realty Trust position as of Q1 2020 after selling out during the quarter.
Shelton Capital Management sold 7,755 Acadia Realty Trust shares in Q1 2020, an estimated $201K.
Shelton Capital Management first reported a position in Acadia Realty Trust in Q1 2016 and held it in 13 quarters.
Shelton Capital Management's Acadia Realty Trust position peaked at $234K in Q2 2017.
181 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2020.

Based on Shelton Capital Management's 13F filing for Q1 2020, filed 13 May 2020.