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United Asset Strategies’s Brixmor Property Group BRX Stock Holding History

United Asset Strategies’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-18,483
Closed -$345K – 197
2017
Q4 		$345K Buy
18,483
+1,354
+8% +$24.8K 0.09% 153
2017
Q3 		$322K Buy
+17,129
New +$325K 0.18% 102

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

United Asset Strategies's BRX Position: Q1 2018 in Review

United Asset Strategies sold out of Brixmor Property Group (BRX) in Q1 2018, closing a stake of 18,483 shares — an estimated $345K sold.

United Asset Strategies first reported a position in BRX in Q3 2017 and held it in 2 quarters. The position peaked at $345K in Q4 2017. 297 funds tracked by Wall St. Rank hold BRX as of Q1 2018.

  • United Asset Strategies reported no remaining Brixmor Property Group position as of Q1 2018 after selling out during the quarter.
  • United Asset Strategies sold 18,483 Brixmor Property Group shares in Q1 2018, an estimated $345K.
  • United Asset Strategies first reported a position in Brixmor Property Group in Q3 2017 and held it in 2 quarters.
  • United Asset Strategies's Brixmor Property Group position peaked at $345K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2018.

Based on United Asset Strategies's 13F filing for Q1 2018, filed 14 May 2018.