SOAMC
AEC

Spirit of America Management Corp’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History

Spirit of America Management Corp’s Portfolio AEC Stock Details AEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-245,000
Closed -$4.15M – 310
2014
Q1 		$4.15M Sell
245,000
-5,000
-2% -$83K 1.71% 5
2013
Q4 		$4.01M Hold
250,000
– – 3.18% 5
2013
Q3 		$3.73M Hold
250,000
– – 1.37% 13
2013
Q2 		$4.02M Buy
+250,000
New +$4.34M 1.45% 10

Other funds holding AEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spirit of America Management Corp's AEC Position: Q2 2014 in Review

Spirit of America Management Corp sold out of ASSOCIATED ESTATES REALTY CORP (AEC) in Q2 2014, closing a stake of 245,000 shares — an estimated $4.15M sold.

Spirit of America Management Corp first reported a position in AEC in Q2 2013 and held it in 4 quarters. The position peaked at $4.15M in Q1 2014. 175 funds tracked by Wall St. Rank hold AEC as of Q2 2014.

  • Spirit of America Management Corp reported no remaining ASSOCIATED ESTATES REALTY CORP position as of Q2 2014 after selling out during the quarter.
  • Spirit of America Management Corp sold 245,000 ASSOCIATED ESTATES REALTY CORP shares in Q2 2014, an estimated $4.15M.
  • Spirit of America Management Corp first reported a position in ASSOCIATED ESTATES REALTY CORP in Q2 2013 and held it in 4 quarters.
  • Spirit of America Management Corp's ASSOCIATED ESTATES REALTY CORP position peaked at $4.15M in Q1 2014.
  • 175 funds tracked by Wall St. Rank held ASSOCIATED ESTATES REALTY CORP as of Q2 2014.

Based on Spirit of America Management Corp's 13F filing for Q2 2014, filed 10 Jul 2014.