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Confluence Investment Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

Confluence Investment Management’s Portfolio FRI Stock Details FRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9,800
Closed -$242K – 227
2016
Q2 		$242K Buy
+9,800
New +$242K 0.01% 218