WAP
PINE

Wealthcare Advisory Partners’s Alpine Income Property Trust PINE Stock Holding History

Wealthcare Advisory Partners’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,300
Closed -$16K – 1075
2020
Q1 		$16K Buy
+1,300
New +$22.3K ﹤0.01% 797

Other funds holding PINE

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's PINE Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Alpine Income Property Trust (PINE) in Q2 2020, closing a stake of 1,300 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in PINE in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 49 funds tracked by Wall St. Rank hold PINE as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Alpine Income Property Trust position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,300 Alpine Income Property Trust shares in Q2 2020, an estimated $16K.
  • Wealthcare Advisory Partners first reported a position in Alpine Income Property Trust in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Alpine Income Property Trust position peaked at $16K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.