IWMPD
MNR

Integrated Wealth Management (Palm Desert)’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-220
Closed -$2K – 1431
2015
Q4 		$2K Hold
220
– – ﹤0.01% 1150
2015
Q3 		$2K Hold
220
– – ﹤0.01% 1165
2015
Q2 		$2K Hold
220
– – ﹤0.01% 1199
2015
Q1 		$2K Buy
+220
New +$2.52K ﹤0.01% 1148

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MNR Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2016, closing a stake of 220 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MNR in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 168 funds tracked by Wall St. Rank hold MNR as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 220 Monmouth Real Estate Investment Corp shares in Q1 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Monmouth Real Estate Investment Corp in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Monmouth Real Estate Investment Corp position peaked at $2K in Q4 2015.
  • 168 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.