Zurich Cantonal Bank’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-882
| Closed | -$25K | – | 2465 |
|
2015
Q2 | $25K | Sell |
882
-116
| -12% | -$3.29K | ﹤0.01% | 1054 |
|
2015
Q1 | $25K | Buy |
998
+245
| +33% | +$6.14K | ﹤0.01% | 1059 |
|
2014
Q4 | $17K | Hold |
753
| – | – | ﹤0.01% | 927 |
|
2014
Q3 | $13K | Hold |
753
| – | – | ﹤0.01% | 925 |
|
2014
Q2 | $14K | Buy |
753
+293
| +64% | +$5.45K | ﹤0.01% | 972 |
|
2014
Q1 | $8K | Buy |
460
+120
| +35% | +$2.09K | ﹤0.01% | 957 |
|
2013
Q4 | $5K | Buy |
340
+114
| +50% | +$1.68K | ﹤0.01% | 960 |
|
2013
Q3 | $3K | Hold |
226
| – | – | ﹤0.01% | 965 |
|
2013
Q2 | $4K | Buy |
+226
| New | +$4K | ﹤0.01% | 960 |
|