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Grace Capital’s First Trust S&P REIT Index Fund FRI Stock Holding History

Grace Capital’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
2021
Q1 		– Sell
-700
Closed -$16K – 225
2020
Q4 		$16K Buy
+700
New +$15.7K 0.01% 244

Other funds holding FRI

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Grace Capital's FRI Position: Q1 2021 in Review

Grace Capital sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2021, closing a stake of 700 shares — an estimated $16K sold.

Grace Capital first reported a position in FRI in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 44 funds tracked by Wall St. Rank hold FRI as of Q1 2021.

  • Grace Capital reported no remaining First Trust S&P REIT Index Fund position as of Q1 2021 after selling out during the quarter.
  • Grace Capital sold 700 First Trust S&P REIT Index Fund shares in Q1 2021, an estimated $16K.
  • Grace Capital first reported a position in First Trust S&P REIT Index Fund in Q4 2020 and held it in 1 quarter.
  • Grace Capital's First Trust S&P REIT Index Fund position peaked at $16K in Q4 2020.
  • 44 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2021.

Based on Grace Capital's 13F filing for Q1 2021, filed 6 May 2021.