WFG Advisors’s New York REIT, Inc. NYRT Stock Holding History

WFG Advisors’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 Q2	$467K	Buy	5,410 +1,771	+49%	+$161K	0.11%	206
2017 Q1	$353K	Buy	3,639 +2,930	+413%	+$288K	0.09%	230
2016 Q4	$72K	Sell	709 -190	-21%	-$18.2K	0.02%	627
2016 Q3	$82K	Hold	899	–	–	0.02%	579
2016 Q2	$83K	Hold	899	–	–	0.02%	550
2016 Q1	$91K	Hold	899	–	–	0.03%	498
2015 Q4	$103K	Hold	899	–	–	0.03%	464
2015 Q3	$90K	Hold	899	–	–	0.03%	480
2015 Q2	$89K	Buy	899 +7	+0.8%	+$684	0.02%	568
2015 Q1	$94K	Buy	892 +9	+1%	+$940	0.03%	550
2014 Q4	$93K	Sell	883 -52	-6%	-$5.66K	0.02%	664
2014 Q3	$96K	Buy	935 +10	+1%	+$1.05K	0.02%	683
2014 Q2	$102K	Buy	+925	New	+$102K	0.02%	657

Other funds holding NYRT

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ECAU

Everett Capital Advisors (UK) London, United Kingdom $18.6M AUM 22.81% 1-Year Est. Return

ICM

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

WFG Advisors's NYRT Position: Q2 2017 in Review

WFG Advisors increased its New York REIT, Inc. (NYRT) stake by 49% in Q2 2017, buying an estimated $161K and bringing the position to 5,410 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #206.

WFG Advisors first reported a position in NYRT in Q2 2014 and has held it in 13 quarters since. 168 funds tracked by Wall St. Rank hold NYRT as of Q2 2017.

WFG Advisors held 5,410 shares of New York REIT, Inc. worth $467K as of Q2 2017.
WFG Advisors bought 1,771 New York REIT, Inc. shares in Q2 2017, an estimated $161K.
New York REIT, Inc. made up 0.11% of WFG Advisors's portfolio in Q2 2017, its #206 holding.
WFG Advisors first reported a position in New York REIT, Inc. in Q2 2014 and has held it in 13 quarters since.
168 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.