AFWA
MNR

Ancora Family Wealth Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q1 		– Sell
-11,200
Closed -$117K – 193
2015
Q4 		$117K Hold
11,200
– – 0.05% 179
2015
Q3 		$109K Buy
+11,200
New +$108K 0.05% 195

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ancora Family Wealth Advisors's MNR Position: Q1 2016 in Review

Ancora Family Wealth Advisors sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2016, closing a stake of 11,200 shares — an estimated $117K sold.

Ancora Family Wealth Advisors first reported a position in MNR in Q3 2015 and held it in 2 quarters. The position peaked at $117K in Q4 2015. 168 funds tracked by Wall St. Rank hold MNR as of Q1 2016.

  • Ancora Family Wealth Advisors reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 11,200 Monmouth Real Estate Investment Corp shares in Q1 2016, an estimated $117K.
  • Ancora Family Wealth Advisors first reported a position in Monmouth Real Estate Investment Corp in Q3 2015 and held it in 2 quarters.
  • Ancora Family Wealth Advisors's Monmouth Real Estate Investment Corp position peaked at $117K in Q4 2015.
  • 168 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.