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MNR

Avantax Planning Partners’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Avantax Planning Partners’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
2017
Q4 		– Sell
-46,106
Closed -$746K – 375
2017
Q3 		$746K Sell
46,106
-2,929
-6% -$45.8K 0.06% 150
2017
Q2 		$738K Buy
49,035
+305
+0.6% +$4.51K 0.06% 146
2017
Q1 		$695K Buy
+48,730
New +$708K 0.06% 149

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's MNR Position: Q4 2017 in Review

Avantax Planning Partners sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2017, closing a stake of 46,106 shares — an estimated $746K sold.

Avantax Planning Partners first reported a position in MNR in Q1 2017 and held it in 3 quarters. The position peaked at $746K in Q3 2017. 187 funds tracked by Wall St. Rank hold MNR as of Q4 2017.

  • Avantax Planning Partners reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 46,106 Monmouth Real Estate Investment Corp shares in Q4 2017, an estimated $746K.
  • Avantax Planning Partners first reported a position in Monmouth Real Estate Investment Corp in Q1 2017 and held it in 3 quarters.
  • Avantax Planning Partners's Monmouth Real Estate Investment Corp position peaked at $746K in Q3 2017.
  • 187 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.