VFA
NYRT

Valeo Financial Advisors’s New York REIT, Inc. NYRT Stock Holding History

Valeo Financial Advisors’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$16K – 1638
2017
Q4 		$16K Buy
+400
New +$25.7K ﹤0.01% 729

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Valeo Financial Advisors's NYRT Position: Q1 2018 in Review

Valeo Financial Advisors sold out of New York REIT, Inc. (NYRT) in Q1 2018, closing a stake of 400 shares — an estimated $16K sold.

Valeo Financial Advisors first reported a position in NYRT in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 84 funds tracked by Wall St. Rank hold NYRT as of Q1 2018.

  • Valeo Financial Advisors reported no remaining New York REIT, Inc. position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 400 New York REIT, Inc. shares in Q1 2018, an estimated $16K.
  • Valeo Financial Advisors first reported a position in New York REIT, Inc. in Q4 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's New York REIT, Inc. position peaked at $16K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.