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Independent Portfolio Consultants’s First Industrial Realty Trust FR Stock Holding History

Independent Portfolio Consultants’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-267
Closed -$5K – 875
2014
Q2 		$5K Buy
+267
New +$4.98K ﹤0.01% 817
2013
Q4 		– Sell
-36,145
Closed -$588K – 455
2013
Q3 		$588K Sell
36,145
-545
-1% -$8.76K 0.24% 155
2013
Q2 		$557K Buy
+36,690
New +$625K 0.25% 149

Other funds holding FR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Independent Portfolio Consultants's FR Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of First Industrial Realty Trust (FR) in Q3 2014, closing a stake of 267 shares — an estimated $5K sold.

Independent Portfolio Consultants first reported a position in FR in Q2 2013 and held it in 3 quarters. The position peaked at $588K in Q3 2013. 184 funds tracked by Wall St. Rank hold FR as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining First Industrial Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 267 First Industrial Realty Trust shares in Q3 2014, an estimated $5K.
  • Independent Portfolio Consultants first reported a position in First Industrial Realty Trust in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's First Industrial Realty Trust position peaked at $588K in Q3 2013.
  • 184 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.