WEC
NXDT

Winslow Evans & Crocker’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Winslow Evans & Crocker’s Portfolio NXDT Stock Details NXDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-246
Closed -$5.01K – 1325
2015
Q4 		$5.01K Buy
+246
New +$5.5K ﹤0.01% 1069

Other funds holding NXDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Winslow Evans & Crocker's NXDT Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2016, closing a stake of 246 shares — an estimated $5.01K sold.

Winslow Evans & Crocker first reported a position in NXDT in Q4 2015 and held it in 1 quarter. The position peaked at $5.01K in Q4 2015. 43 funds tracked by Wall St. Rank hold NXDT as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 246 NexPoint Diversified Real Estate Trust shares in Q1 2016, an estimated $5.01K.
  • Winslow Evans & Crocker first reported a position in NexPoint Diversified Real Estate Trust in Q4 2015 and held it in 1 quarter.
  • Winslow Evans & Crocker's NexPoint Diversified Real Estate Trust position peaked at $5.01K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.