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Wealthcare Capital Management’s SITE Centers SITC Stock Holding History

Wealthcare Capital Management’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$2K – 789
2015
Q1 		$2K Buy
+100
New +$2.47K ﹤0.01% 825

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthcare Capital Management's SITC Position: Q2 2015 in Review

Wealthcare Capital Management sold out of SITE Centers (SITC) in Q2 2015, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in SITC in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 233 funds tracked by Wall St. Rank hold SITC as of Q2 2015.

  • Wealthcare Capital Management reported no remaining SITE Centers position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 100 SITE Centers shares in Q2 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in SITE Centers in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's SITE Centers position peaked at $2K in Q1 2015.
  • 233 funds tracked by Wall St. Rank held SITE Centers as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.