Symons Capital Management’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-24,975
| Closed | -$715K | – | 78 |
|
2015
Q2 | $715K | Buy |
24,975
+50
| +0.2% | +$1.43K | 0.18% | 31 |
|
2015
Q1 | $615K | Buy |
24,925
+3,865
| +18% | +$95.4K | 0.14% | 35 |
|
2014
Q4 | $489K | Sell |
21,060
-3,170
| -13% | -$73.6K | 0.12% | 40 |
|
2014
Q3 | $424K | Sell |
24,230
-3,110
| -11% | -$54.5K | 0.09% | 54 |
|
2014
Q2 | $493K | Buy |
27,340
+11,360
| +71% | +$205K | 0.11% | 48 |
|
2014
Q1 | $271K | Buy |
+15,980
| New | +$271K | 0.06% | 72 |
|