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Emory University’s First Trust S&P REIT Index Fund FRI Stock Holding History

Emory University’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-268
Closed -$4K – 63
2013
Q4 		$4K Hold
268
– – ﹤0.01% 111
2013
Q3 		$5K Hold
268
– – ﹤0.01% 97
2013
Q2 		$5K Buy
+268
New +$5.27K ﹤0.01% 95

Other funds holding FRI

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Emory University's FRI Position: Q1 2014 in Review

Emory University sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2014, closing a stake of 268 shares — an estimated $4K sold.

Emory University first reported a position in FRI in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q3 2013. 40 funds tracked by Wall St. Rank hold FRI as of Q1 2014.

  • Emory University reported no remaining First Trust S&P REIT Index Fund position as of Q1 2014 after selling out during the quarter.
  • Emory University sold 268 First Trust S&P REIT Index Fund shares in Q1 2014, an estimated $4K.
  • Emory University first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and held it in 3 quarters.
  • Emory University's First Trust S&P REIT Index Fund position peaked at $5K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.