KIG
FRI icon

Kessler Investment Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Kessler Investment Group’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
2018
Q4 		– Sell
-150
Closed -$3K – 118
2018
Q3 		$3K Buy
+150
New +$3.55K ﹤0.01% 131

Other funds holding FRI

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
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Kessler Investment Group's FRI Position: Q4 2018 in Review

Kessler Investment Group sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2018, closing a stake of 150 shares — an estimated $3K sold.

Kessler Investment Group first reported a position in FRI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 45 funds tracked by Wall St. Rank hold FRI as of Q4 2018.

  • Kessler Investment Group reported no remaining First Trust S&P REIT Index Fund position as of Q4 2018 after selling out during the quarter.
  • Kessler Investment Group sold 150 First Trust S&P REIT Index Fund shares in Q4 2018, an estimated $3K.
  • Kessler Investment Group first reported a position in First Trust S&P REIT Index Fund in Q3 2018 and held it in 1 quarter.
  • Kessler Investment Group's First Trust S&P REIT Index Fund position peaked at $3K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2018.

Based on Kessler Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.