Telemus Capital’s Power REIT PW Stock Holding History

Telemus Capital’s Portfolio PW Stock Details PW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000	Closed	-$262K	–	438
2020 Q2	$262K	Buy	+1,000	New	+$197K	0.02%	358

Other funds holding PW

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Telemus Capital's PW Position: Q3 2020 in Review

Telemus Capital sold out of Power REIT (PW) in Q3 2020, closing a stake of 1,000 shares — an estimated $262K sold.

Telemus Capital first reported a position in PW in Q2 2020 and held it in 1 quarter. The position peaked at $262K in Q2 2020. 14 funds tracked by Wall St. Rank hold PW as of Q3 2020.

Telemus Capital reported no remaining Power REIT position as of Q3 2020 after selling out during the quarter.
Telemus Capital sold 1,000 Power REIT shares in Q3 2020, an estimated $262K.
Telemus Capital first reported a position in Power REIT in Q2 2020 and held it in 1 quarter.
Telemus Capital's Power REIT position peaked at $262K in Q2 2020.
14 funds tracked by Wall St. Rank held Power REIT as of Q3 2020.

Based on Telemus Capital's 13F filing for Q3 2020, filed 2 Nov 2020.