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Keystone Financial Group (Kentucky)’s First Trust S&P REIT Index Fund FRI Stock Holding History

Keystone Financial Group (Kentucky)’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
Q2 		– Sell
-12,346
Closed -$259K – 172
2018
Q1 		$259K Buy
+12,346
New +$265K 0.14% 124

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Bank of America
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Keystone Financial Group (Kentucky)'s FRI Position: Q2 2018 in Review

Keystone Financial Group (Kentucky) sold out of First Trust S&P REIT Index Fund (FRI) in Q2 2018, closing a stake of 12,346 shares — an estimated $259K sold.

Keystone Financial Group (Kentucky) first reported a position in FRI in Q1 2018 and held it in 1 quarter. The position peaked at $259K in Q1 2018. 48 funds tracked by Wall St. Rank hold FRI as of Q2 2018.

  • Keystone Financial Group (Kentucky) reported no remaining First Trust S&P REIT Index Fund position as of Q2 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 12,346 First Trust S&P REIT Index Fund shares in Q2 2018, an estimated $259K.
  • Keystone Financial Group (Kentucky) first reported a position in First Trust S&P REIT Index Fund in Q1 2018 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s First Trust S&P REIT Index Fund position peaked at $259K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2018, filed 14 Aug 2018.