WJA
FUR

Williams Jones & Associates’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Williams Jones & Associates’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,200
Closed -$114K – 386
2013
Q3 		$114K Hold
10,200
– – 0.01% 322
2013
Q2 		$123K Buy
+10,200
New +$126K 0.01% 321

Other funds holding FUR

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Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Williams Jones & Associates's FUR Position: Q4 2013 in Review

Williams Jones & Associates sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q4 2013, closing a stake of 10,200 shares — an estimated $114K sold.

Williams Jones & Associates first reported a position in FUR in Q2 2013 and held it in 2 quarters. The position peaked at $123K in Q2 2013. 124 funds tracked by Wall St. Rank hold FUR as of Q4 2013.

  • Williams Jones & Associates reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q4 2013 after selling out during the quarter.
  • Williams Jones & Associates sold 10,200 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q4 2013, an estimated $114K.
  • Williams Jones & Associates first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and held it in 2 quarters.
  • Williams Jones & Associates's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $123K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q4 2013.

Based on Williams Jones & Associates's 13F filing for Q4 2013, filed 14 Feb 2014.