AE Wealth Management
MNR icon

AE Wealth Management’s Monmouth Real Estate Investment Corp MNR Stock Holding History

AE Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-38,006
Closed -$551K – 1421
2020
Q2 		$551K Buy
38,006
+2,179
+6% +$28.3K 0.01% 842
2020
Q1 		$432K Buy
+35,827
New +$496K 0.01% 731

Other funds holding MNR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AE Wealth Management's MNR Position: Q3 2020 in Review

AE Wealth Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q3 2020, closing a stake of 38,006 shares — an estimated $551K sold.

AE Wealth Management first reported a position in MNR in Q1 2020 and held it in 2 quarters. The position peaked at $551K in Q2 2020. 213 funds tracked by Wall St. Rank hold MNR as of Q3 2020.

  • AE Wealth Management reported no remaining Monmouth Real Estate Investment Corp position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 38,006 Monmouth Real Estate Investment Corp shares in Q3 2020, an estimated $551K.
  • AE Wealth Management first reported a position in Monmouth Real Estate Investment Corp in Q1 2020 and held it in 2 quarters.
  • AE Wealth Management's Monmouth Real Estate Investment Corp position peaked at $551K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.