WPW
RPAI

Waldron Private Wealth’s RETAIL PROPERTIES OF AMERICA, INC. RPAI Stock Holding History

Waldron Private Wealth’s Portfolio RPAI Stock Details RPAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-38,513
Closed -$490K – 124
2013
Q4 		$490K Buy
+38,513
New +$522K 0.22% 42

Other funds holding RPAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waldron Private Wealth's RPAI Position: Q1 2014 in Review

Waldron Private Wealth sold out of RETAIL PROPERTIES OF AMERICA, INC. (RPAI) in Q1 2014, closing a stake of 38,513 shares — an estimated $490K sold.

Waldron Private Wealth first reported a position in RPAI in Q4 2013 and held it in 1 quarter. The position peaked at $490K in Q4 2013. 205 funds tracked by Wall St. Rank hold RPAI as of Q1 2014.

  • Waldron Private Wealth reported no remaining RETAIL PROPERTIES OF AMERICA, INC. position as of Q1 2014 after selling out during the quarter.
  • Waldron Private Wealth sold 38,513 RETAIL PROPERTIES OF AMERICA, INC. shares in Q1 2014, an estimated $490K.
  • Waldron Private Wealth first reported a position in RETAIL PROPERTIES OF AMERICA, INC. in Q4 2013 and held it in 1 quarter.
  • Waldron Private Wealth's RETAIL PROPERTIES OF AMERICA, INC. position peaked at $490K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held RETAIL PROPERTIES OF AMERICA, INC. as of Q1 2014.

Based on Waldron Private Wealth's 13F filing for Q1 2014, filed 13 May 2014.