WealthPLAN Partners’s New York REIT, Inc. NYRT Stock Holding History

WealthPLAN Partners’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
2017 Q4	–	Sell	-1,933	Closed	-$152K	–	239
2017 Q3	$152K	Sell	1,933 -395	-17%	-$32.8K	0.04%	190
2017 Q2	$201K	Buy	+2,328	New	+$211K	0.06%	170
2016 Q3	$150K	Sell	1,652 -2,977	-64%	-$284K	0.05%	179
2016 Q2	$162K	Buy	+4,629	New	+$447K	0.02%	441
2015 Q4	$206K	Buy	+7,607	New	+$862K	0.03%	264
2015 Q2	$384K	Sell	3,861 -176	-4%	-$17.2K	0.17%	69
2015 Q1	$420K	Buy	+4,037	New	+$422K	0.2%	77

Other funds holding NYRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

REMS

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

WealthPLAN Partners's NYRT Position: Q4 2017 in Review

WealthPLAN Partners sold out of New York REIT, Inc. (NYRT) in Q4 2017, closing a stake of 1,933 shares — an estimated $152K sold.

WealthPLAN Partners first reported a position in NYRT in Q1 2015 and held it in 7 quarters. The position peaked at $420K in Q1 2015. 143 funds tracked by Wall St. Rank hold NYRT as of Q4 2017.

WealthPLAN Partners reported no remaining New York REIT, Inc. position as of Q4 2017 after selling out during the quarter.
WealthPLAN Partners sold 1,933 New York REIT, Inc. shares in Q4 2017, an estimated $152K.
WealthPLAN Partners first reported a position in New York REIT, Inc. in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's New York REIT, Inc. position peaked at $420K in Q1 2015.
143 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q4 2017.

Based on WealthPLAN Partners's 13F filing for Q4 2017, filed 16 Feb 2018.