STA
CDR

Summit Trail Advisors’s Cedar Realty Trust, Inc CDR Stock Holding History

Summit Trail Advisors’s Portfolio CDR Stock Details CDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-47
Closed -$2K – 1831
2017
Q4 		$2K Buy
+47
New +$1.82K ﹤0.01% 1702

Other funds holding CDR

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SPCP
Snow Park Capital Partners New York $3.17M AUM 3.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Trail Advisors's CDR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Cedar Realty Trust, Inc (CDR) in Q1 2018, closing a stake of 47 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in CDR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 153 funds tracked by Wall St. Rank hold CDR as of Q1 2018.

  • Summit Trail Advisors reported no remaining Cedar Realty Trust, Inc position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 47 Cedar Realty Trust, Inc shares in Q1 2018, an estimated $2K.
  • Summit Trail Advisors first reported a position in Cedar Realty Trust, Inc in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Cedar Realty Trust, Inc position peaked at $2K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held Cedar Realty Trust, Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.