WIM
PW

Wittenberg Investment Management’s Power REIT PW Stock Holding History

Wittenberg Investment Management’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-6,794
Closed -$394K – 82
2019
Q2 		$394K Sell
6,794
-57
-0.8% -$3.37K 0.17% 59
2019
Q1 		$412K Hold
6,851
– – 0.17% 59
2018
Q4 		$384K Hold
6,851
– – 0.18% 59
2018
Q3 		$413K Hold
6,851
– – 0.17% 56
2018
Q2 		$419K Buy
6,851
+1,025
+18% +$62.4K 0.18% 58
2018
Q1 		$364K Buy
5,826
+442
+8% +$27K 0.16% 59
2017
Q4 		$332K Buy
+5,384
New +$332K 0.14% 59

Other funds holding PW

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wittenberg Investment Management's PW Position: Q3 2019 in Review

Wittenberg Investment Management sold out of Power REIT (PW) in Q3 2019, closing a stake of 6,794 shares — an estimated $394K sold.

Wittenberg Investment Management first reported a position in PW in Q4 2017 and held it in 7 quarters. The position peaked at $419K in Q2 2018. 12 funds tracked by Wall St. Rank hold PW as of Q3 2019.

  • Wittenberg Investment Management reported no remaining Power REIT position as of Q3 2019 after selling out during the quarter.
  • Wittenberg Investment Management sold 6,794 Power REIT shares in Q3 2019, an estimated $394K.
  • Wittenberg Investment Management first reported a position in Power REIT in Q4 2017 and held it in 7 quarters.
  • Wittenberg Investment Management's Power REIT position peaked at $419K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held Power REIT as of Q3 2019.

Based on Wittenberg Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.