FANJ
MNR

Financial Architects (New Jersey)’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Financial Architects (New Jersey)’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
-2,325
Closed -$38K – 1693
2017
Q3 		$38K Buy
2,325
+1,825
+365% +$28.5K 0.01% 771
2017
Q2 		$8K Hold
500
– – ﹤0.01% 1199
2017
Q1 		$7K Hold
500
– – ﹤0.01% 1239
2016
Q4 		$8K Hold
500
– – ﹤0.01% 1071
2016
Q3 		$7K Hold
500
– – ﹤0.01% 1094
2016
Q2 		$7K Buy
+500
New +$6.04K ﹤0.01% 1069
2015
Q3 		– Sell
-7,925
Closed -$77K – 1223
2015
Q2 		$77K Buy
+7,925
New +$79.9K 0.03% 357
2015
Q1 		– Sell
-1,750
Closed -$19K – 1109
2014
Q4 		$19K Hold
1,750
– – 0.01% 551
2014
Q3 		$18K Buy
+1,750
New +$18.3K 0.01% 500

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

Financial Architects (New Jersey)'s MNR Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2017, closing a stake of 2,325 shares — an estimated $38K sold.

Financial Architects (New Jersey) first reported a position in MNR in Q3 2014 and held it in 9 quarters. The position peaked at $77K in Q2 2015. 187 funds tracked by Wall St. Rank hold MNR as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,325 Monmouth Real Estate Investment Corp shares in Q4 2017, an estimated $38K.
  • Financial Architects (New Jersey) first reported a position in Monmouth Real Estate Investment Corp in Q3 2014 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s Monmouth Real Estate Investment Corp position peaked at $77K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.