YWP
AHRT

YorkBridge Wealth Partners’s AH Realty Trust AHRT Stock Holding History

YorkBridge Wealth Partners’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,166
Closed -$16K – 835
2017
Q4 		$16K Sell
1,166
-135
-10% -$2K 0.01% 567
2017
Q3 		$18K Buy
1,301
+9
+0.7% +$120 0.01% 547
2017
Q2 		$17K Hold
1,292
– – 0.01% 544
2017
Q1 		$18K Buy
1,292
+651
+102% +$9.07K 0.01% 526
2016
Q4 		$10K Buy
+641
New +$8.89K 0.01% 579

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

YorkBridge Wealth Partners's AHRT Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of AH Realty Trust (AHRT) in Q1 2018, closing a stake of 1,166 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in AHRT in Q4 2016 and held it in 5 quarters. The position peaked at $18K in Q3 2017. 149 funds tracked by Wall St. Rank hold AHRT as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining AH Realty Trust position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,166 AH Realty Trust shares in Q1 2018, an estimated $16K.
  • YorkBridge Wealth Partners first reported a position in AH Realty Trust in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's AH Realty Trust position peaked at $18K in Q3 2017.
  • 149 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.