Gradient Investments’s First Trust S&P REIT Index Fund FRI Stock Holding History

Gradient Investments’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
2015 Q1	–	Sell	-159	Closed	-$4K	–	667
2014 Q4	$4K	Buy	+159	New	+$3.41K	﹤0.01%	428
2013 Q3	–	Sell	-52	Closed	-$1K	–	526
2013 Q2	$1K	Buy	+52	New	+$1.02K	﹤0.01%	404

Other funds holding FRI

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's FRI Position: Q1 2015 in Review

Gradient Investments sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2015, closing a stake of 159 shares — an estimated $4K sold.

Gradient Investments first reported a position in FRI in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 59 funds tracked by Wall St. Rank hold FRI as of Q1 2015.

Gradient Investments reported no remaining First Trust S&P REIT Index Fund position as of Q1 2015 after selling out during the quarter.
Gradient Investments sold 159 First Trust S&P REIT Index Fund shares in Q1 2015, an estimated $4K.
Gradient Investments first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and held it in 2 quarters.
Gradient Investments's First Trust S&P REIT Index Fund position peaked at $4K in Q4 2014.
59 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.