WA
OLP

WFG Advisors’s One Liberty Properties OLP Stock Holding History

WFG Advisors’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-510
Closed -$12K – 1974
2014
Q4 		$12K Buy
510
+10
+2% +$226 ﹤0.01% 1393
2014
Q3 		$10K Buy
+500
New +$10.6K ﹤0.01% 1499

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
IP
InvenTrust Properties Downers Grove, Illinois $1.08M AUM 0.39% 1-Year Est. Return

WFG Advisors's OLP Position: Q1 2015 in Review

WFG Advisors sold out of One Liberty Properties (OLP) in Q1 2015, closing a stake of 510 shares — an estimated $12K sold.

WFG Advisors first reported a position in OLP in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q4 2014. 91 funds tracked by Wall St. Rank hold OLP as of Q1 2015.

  • WFG Advisors reported no remaining One Liberty Properties position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 510 One Liberty Properties shares in Q1 2015, an estimated $12K.
  • WFG Advisors first reported a position in One Liberty Properties in Q3 2014 and held it in 2 quarters.
  • WFG Advisors's One Liberty Properties position peaked at $12K in Q4 2014.
  • 91 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.