W
BMR

Wealthfront’s BIOMED REALTY TRUST INC BMR Stock Holding History

Wealthfront’s Portfolio BMR Stock Details BMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-991
Closed -$20K – 1345
2015
Q3 		$20K Buy
991
+545
+122% +$10.9K ﹤0.01% 764
2015
Q2 		$9K Buy
446
+106
+31% +$2.19K ﹤0.01% 891
2015
Q1 		$8K Buy
340
+337
+11,233% +$7.74K ﹤0.01% 693
2014
Q4 		$0 Buy
+3
New +$64 ﹤0.01% 1166

Other funds holding BMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Wealthfront's BMR Position: Q4 2015 in Review

Wealthfront sold out of BIOMED REALTY TRUST INC (BMR) in Q4 2015, closing a stake of 991 shares — an estimated $20K sold.

Wealthfront first reported a position in BMR in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 290 funds tracked by Wall St. Rank hold BMR as of Q4 2015.

  • Wealthfront reported no remaining BIOMED REALTY TRUST INC position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 991 BIOMED REALTY TRUST INC shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in BIOMED REALTY TRUST INC in Q4 2014 and held it in 4 quarters.
  • Wealthfront's BIOMED REALTY TRUST INC position peaked at $20K in Q3 2015.
  • 290 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.