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Valeo Financial Advisors’s Acadia Realty Trust AKR Stock Holding History

Valeo Financial Advisors’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16
Closed -$440 – 1468
2018
Q3 		$0 Hold
16
– – ﹤0.01% 1765
2018
Q2 		$0 Hold
16
– – ﹤0.01% 1602
2018
Q1 		$0 Hold
16
– – ﹤0.01% 1529
2017
Q4 		$0 Buy
+16
New +$457 ﹤0.01% 1380

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Valeo Financial Advisors's AKR Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Acadia Realty Trust (AKR) in Q4 2018, closing a stake of 16 shares — an estimated $440 sold.

Valeo Financial Advisors first reported a position in AKR in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 193 funds tracked by Wall St. Rank hold AKR as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Acadia Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 16 Acadia Realty Trust shares in Q4 2018, an estimated $440.
  • Valeo Financial Advisors first reported a position in Acadia Realty Trust in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Acadia Realty Trust position peaked at $0 in Q3 2018.
  • 193 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.