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Yorktown Management & Research Company’s Agree Realty ADC Stock Holding History

Yorktown Management & Research Company’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,800
Closed -$359K – 344
2018
Q2 		$359K Hold
6,800
– – 0.1% 205
2018
Q1 		$327K Buy
+6,800
New +$326K 0.1% 227

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Yorktown Management & Research Company's ADC Position: Q3 2018 in Review

Yorktown Management & Research Company sold out of Agree Realty (ADC) in Q3 2018, closing a stake of 6,800 shares — an estimated $359K sold.

Yorktown Management & Research Company first reported a position in ADC in Q1 2018 and held it in 2 quarters. The position peaked at $359K in Q2 2018. 222 funds tracked by Wall St. Rank hold ADC as of Q3 2018.

  • Yorktown Management & Research Company reported no remaining Agree Realty position as of Q3 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 6,800 Agree Realty shares in Q3 2018, an estimated $359K.
  • Yorktown Management & Research Company first reported a position in Agree Realty in Q1 2018 and held it in 2 quarters.
  • Yorktown Management & Research Company's Agree Realty position peaked at $359K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Agree Realty as of Q3 2018.

Based on Yorktown Management & Research Company's 13F filing for Q3 2018, filed 8 Nov 2018.