Tower Research Capital (TRC)’s New England Realty Associates NEN Stock Holding History

Tower Research Capital (TRC)’s Portfolio NEN Stock Details NEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-70	Closed	-$4K	–	5713
2021 Q1	$4K	Buy	+70	New	+$3.66K	﹤0.01%	4794
2020 Q3	–	Sell	-100	Closed	-$5K	–	5007
2020 Q2	$5K	Buy	+100	New	+$4.74K	﹤0.01%	4285
2018 Q3	–	Sell	-4	Closed	–	–	4087
2018 Q2	$0	Buy	+4	New	+$270	﹤0.01%	3919
2016 Q4	–	Sell	-319	Closed	-$19K	–	4205
2016 Q3	$19K	Buy	319 +79	+33%	+$4.87K	﹤0.01%	1652
2016 Q2	$14K	Hold	240	–	–	﹤0.01%	2535
2016 Q1	$13K	Buy	+240	New	+$12.2K	﹤0.01%	1703
2015 Q1	–	Sell	-200	Closed	-$10K	–	4744
2014 Q4	$10K	Buy	+200	New	+$9.58K	﹤0.01%	2161
2013 Q3	–	Sell	-200	Closed	-$8K	–	4738
2013 Q2	$8K	Buy	+200	New	+$8.15K	﹤0.01%	2575

Other funds holding NEN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tower Research Capital (TRC)'s NEN Position: Q2 2021 in Review

Tower Research Capital (TRC) sold out of New England Realty Associates (NEN) in Q2 2021, closing a stake of 70 shares — an estimated $4K sold.

Tower Research Capital (TRC) first reported a position in NEN in Q2 2013 and held it in 8 quarters. The position peaked at $19K in Q3 2016. 11 funds tracked by Wall St. Rank hold NEN as of Q2 2021.

Tower Research Capital (TRC) reported no remaining New England Realty Associates position as of Q2 2021 after selling out during the quarter.
Tower Research Capital (TRC) sold 70 New England Realty Associates shares in Q2 2021, an estimated $4K.
Tower Research Capital (TRC) first reported a position in New England Realty Associates in Q2 2013 and held it in 8 quarters.
Tower Research Capital (TRC)'s New England Realty Associates position peaked at $19K in Q3 2016.
11 funds tracked by Wall St. Rank held New England Realty Associates as of Q2 2021.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2021, filed 16 Aug 2021.