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Clarus Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

Clarus Wealth Advisors’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,169
Closed -$93K – 730
2018
Q2 		$93K Buy
+3,169
New +$99.9K 0.07% 205
2018
Q1 		– Sell
-11,747
Closed -$370K – 135
2017
Q4 		$370K Buy
+11,747
New +$371K 0.36% 45

Other funds holding FR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarus Wealth Advisors's FR Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of First Industrial Realty Trust (FR) in Q3 2018, closing a stake of 3,169 shares — an estimated $93K sold.

Clarus Wealth Advisors first reported a position in FR in Q4 2017 and held it in 2 quarters. The position peaked at $370K in Q4 2017. 269 funds tracked by Wall St. Rank hold FR as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining First Industrial Realty Trust position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,169 First Industrial Realty Trust shares in Q3 2018, an estimated $93K.
  • Clarus Wealth Advisors first reported a position in First Industrial Realty Trust in Q4 2017 and held it in 2 quarters.
  • Clarus Wealth Advisors's First Industrial Realty Trust position peaked at $370K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.