TSWM
FPO

Triangle Securities Wealth Management’s First Potomac Realty Trust FPO Stock Holding History

Triangle Securities Wealth Management’s Portfolio FPO Stock Details FPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,516
Closed -$46K – 488
2013
Q2 		$46K Buy
+3,516
New +$51.4K 0.03% 270

Other funds holding FPO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triangle Securities Wealth Management's FPO Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of First Potomac Realty Trust (FPO) in Q3 2013, closing a stake of 3,516 shares — an estimated $46K sold.

Triangle Securities Wealth Management first reported a position in FPO in Q2 2013 and held it in 1 quarter. The position peaked at $46K in Q2 2013. 133 funds tracked by Wall St. Rank hold FPO as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining First Potomac Realty Trust position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,516 First Potomac Realty Trust shares in Q3 2013, an estimated $46K.
  • Triangle Securities Wealth Management first reported a position in First Potomac Realty Trust in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's First Potomac Realty Trust position peaked at $46K in Q2 2013.
  • 133 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.