WA
BMR

WFG Advisors’s BIOMED REALTY TRUST INC BMR Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-3,300
Closed -$60K – 2362
2013
Q4 		$60K Hold
3,300
– – 0.01% 934
2013
Q3 		$61K Sell
3,300
-3,500
-51% -$68.7K 0.01% 854
2013
Q2 		$138K Buy
+6,800
New +$147K 0.02% 565

Other funds holding BMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's BMR Position: Q1 2014 in Review

WFG Advisors sold out of BIOMED REALTY TRUST INC (BMR) in Q1 2014, closing a stake of 3,300 shares — an estimated $60K sold.

WFG Advisors first reported a position in BMR in Q2 2013 and held it in 3 quarters. The position peaked at $138K in Q2 2013. 258 funds tracked by Wall St. Rank hold BMR as of Q1 2014.

  • WFG Advisors reported no remaining BIOMED REALTY TRUST INC position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 3,300 BIOMED REALTY TRUST INC shares in Q1 2014, an estimated $60K.
  • WFG Advisors first reported a position in BIOMED REALTY TRUST INC in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's BIOMED REALTY TRUST INC position peaked at $138K in Q2 2013.
  • 258 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.