WAM
CDR

Wealthspire Advisors (Maryland)’s Cedar Realty Trust, Inc CDR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CDR Stock Details CDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11
Closed – – 2562
2018
Q2 		$0 Buy
+11
New +$304 ﹤0.01% 2632
2018
Q1 		– Sell
-107
Closed -$4K – 2691
2017
Q4 		$4K Buy
107
+96
+873% +$3.72K ﹤0.01% 1939
2017
Q3 		$0 Buy
+11
New +$374 ﹤0.01% 2531

Other funds holding CDR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CDR Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Cedar Realty Trust, Inc (CDR) in Q3 2018, closing a stake of 11 shares.

Wealthspire Advisors (Maryland) first reported a position in CDR in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 142 funds tracked by Wall St. Rank hold CDR as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Cedar Realty Trust, Inc position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 Cedar Realty Trust, Inc shares in Q3 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Cedar Realty Trust, Inc in Q3 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Cedar Realty Trust, Inc position peaked at $4K in Q4 2017.
  • 142 funds tracked by Wall St. Rank held Cedar Realty Trust, Inc as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.