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WESPAC Advisors SoCal’s Arbor Realty Trust ABR Stock Holding History

WESPAC Advisors SoCal’s Portfolio ABR Stock Details ABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-650
Closed -$6K – 331
2018
Q4 		$6K Sell
650
-350
-35% -$4.07K ﹤0.01% 273
2018
Q3 		$11K Buy
+1,000
New +$11.5K 0.01% 227

Other funds holding ABR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

WESPAC Advisors SoCal's ABR Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of Arbor Realty Trust (ABR) in Q1 2019, closing a stake of 650 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in ABR in Q3 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 170 funds tracked by Wall St. Rank hold ABR as of Q1 2019.

  • WESPAC Advisors SoCal reported no remaining Arbor Realty Trust position as of Q1 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 650 Arbor Realty Trust shares in Q1 2019, an estimated $6K.
  • WESPAC Advisors SoCal first reported a position in Arbor Realty Trust in Q3 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Arbor Realty Trust position peaked at $11K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.