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Phillips Edison Grocery Cent

Q1 2021 vs Q2 2021

Comparing institutional holders between quarters

Quarters

Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Outlook Wealth Advisors, LLC
UNCHANGED
Shares339,370 from 339,370
Change0 (0%)
Value$3.6K (+$611)
Filed 2021-07-21
BOK Financial Private Wealth, Inc.
DECREASED
Shares190,377 from 203,131
Change-12,754 (-6%)
Value$2.0K (+$231)
Filed 2021-08-03
MAI Capital Management
NEW
Shares10,153
Change+10,153
Value$107
Filed 2021-07-19
IFP Advisors, Inc
UNCHANGED
Shares8,180 from 8,180
Change0 (0%)
Value$86 (+$14)
Filed 2021-07-13
Ancora Advisors LLCA
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$4 (+$1)
Filed 2021-11-12
Kalos Management, Inc.
CLOSED
Shares0 from 2,132,090
Change-2,132,090 (-100%)
Value$0 (-$21.2K)
Filed 2021-08-11
Vaughan David Investments LLC
CLOSED
Shares0 from 46,846
Change-46,846 (-100%)
Value$0 (-$410)
Filed 2021-08-11
Status
Outlook Wealth Advisors, LLC
UNCHANGED339,370339,37000%$3.0K$3.6K+$6112021-07-21
BOK Financial Private Wealth, Inc.
DECREASED190,377203,131-12,754-6%$1.8K$2.0K+$2312021-08-03
MAI Capital Management
NEW10,153—+10,153——$107—2021-07-19
IFP Advisors, Inc
UNCHANGED8,1808,18000%$72$86+$142021-07-13
Ancora Advisors LLCA
UNCHANGED37537500%$3$4+$12021-11-12
Kalos Management, Inc.
CLOSED02,132,090-2,132,090-100%$21.2K$0-$21.2K2021-08-11
Vaughan David Investments LLC
CLOSED046,846-46,846-100%$410$0-$4102021-08-11
Showing 7 of 7 institutions