CWM
MNR

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

Campbell 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
-728
Closed -$11K – 379
2020
Q2 		$11K Buy
+728
New +$9.45K ﹤0.01% 270

Other funds holding MNR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Campbell Wealth Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q3 2020, closing a stake of 728 shares — an estimated $11K sold.

Campbell Wealth Management first reported a position in MNR in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 213 funds tracked by Wall St. Rank hold MNR as of Q3 2020.

  • Campbell Wealth Management reported no remaining Monmouth Real Estate Investment Corp position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 728 Monmouth Real Estate Investment Corp shares in Q3 2020, an estimated $11K.
  • Campbell Wealth Management first reported a position in Monmouth Real Estate Investment Corp in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Monmouth Real Estate Investment Corp position peaked at $11K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.