SS
BRG

Simplicity Solutions’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Simplicity Solutions’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29,434
Closed -$355K – 919
2019
Q4 		$355K Buy
29,434
+3,513
+14% +$41.9K 0.01% 622
2019
Q3 		$305K Buy
25,921
+176
+0.7% +$2.1K 0.01% 541
2019
Q2 		$303K Buy
25,745
+10,062
+64% +$114K 0.01% 490
2019
Q1 		$169K Buy
+15,683
New +$163K 0.01% 707

Other funds holding BRG

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's BRG Position: Q1 2020 in Review

Simplicity Solutions sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2020, closing a stake of 29,434 shares — an estimated $355K sold.

Simplicity Solutions first reported a position in BRG in Q1 2019 and held it in 4 quarters. The position peaked at $355K in Q4 2019. 115 funds tracked by Wall St. Rank hold BRG as of Q1 2020.

  • Simplicity Solutions reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 29,434 Bluerock Residential Growth REIT, Inc. shares in Q1 2020, an estimated $355K.
  • Simplicity Solutions first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2019 and held it in 4 quarters.
  • Simplicity Solutions's Bluerock Residential Growth REIT, Inc. position peaked at $355K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.