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Advisor Group’s Research Frontiers REFR Stock Holding History

Advisor Group’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,900
Closed -$9K – 5426
2019
Q3 		$9K Hold
2,900
– – ﹤0.01% 4404
2019
Q2 		$10K Hold
2,900
– – ﹤0.01% 4377
2019
Q1 		$6K Hold
2,900
– – ﹤0.01% 4606
2018
Q4 		$5K Hold
2,900
– – ﹤0.01% 4527
2018
Q3 		$5K Buy
+2,900
New +$3.07K ﹤0.01% 4606

Other funds holding REFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Advisor Group's REFR Position: Q4 2019 in Review

Advisor Group sold out of Research Frontiers (REFR) in Q4 2019, closing a stake of 2,900 shares — an estimated $9K sold.

Advisor Group first reported a position in REFR in Q3 2018 and held it in 5 quarters. The position peaked at $10K in Q2 2019. 32 funds tracked by Wall St. Rank hold REFR as of Q4 2019.

  • Advisor Group reported no remaining Research Frontiers position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 2,900 Research Frontiers shares in Q4 2019, an estimated $9K.
  • Advisor Group first reported a position in Research Frontiers in Q3 2018 and held it in 5 quarters.
  • Advisor Group's Research Frontiers position peaked at $10K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.