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Mariner Independent Advisor Network’s First Trust S&P REIT Index Fund FRI Stock Holding History

Mariner Independent Advisor Network’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
2017
Q1 		– Sell
-11,551
Closed -$266K – 282
2016
Q4 		$266K Buy
11,551
+362
+3% +$8.21K 0.04% 152
2016
Q3 		$271K Buy
+11,189
New +$278K 0.04% 155

Other funds holding FRI

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mariner Independent Advisor Network's FRI Position: Q1 2017 in Review

Mariner Independent Advisor Network sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2017, closing a stake of 11,551 shares — an estimated $266K sold.

Mariner Independent Advisor Network first reported a position in FRI in Q3 2016 and held it in 2 quarters. The position peaked at $271K in Q3 2016. 53 funds tracked by Wall St. Rank hold FRI as of Q1 2017.

  • Mariner Independent Advisor Network reported no remaining First Trust S&P REIT Index Fund position as of Q1 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,551 First Trust S&P REIT Index Fund shares in Q1 2017, an estimated $266K.
  • Mariner Independent Advisor Network first reported a position in First Trust S&P REIT Index Fund in Q3 2016 and held it in 2 quarters.
  • Mariner Independent Advisor Network's First Trust S&P REIT Index Fund position peaked at $271K in Q3 2016.
  • 53 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2017, filed 15 May 2017.