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MBE Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

MBE Wealth Management’s Portfolio IIPR Stock Details IIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-72
Closed -$5K – 270
2020
Q1 		$5K Buy
+72
New +$6.08K ﹤0.01% 370

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MBE Wealth Management's IIPR Position: Q2 2020 in Review

MBE Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q2 2020, closing a stake of 72 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in IIPR in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 280 funds tracked by Wall St. Rank hold IIPR as of Q2 2020.

  • MBE Wealth Management reported no remaining Innovative Industrial Properties position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 72 Innovative Industrial Properties shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in Innovative Industrial Properties in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Innovative Industrial Properties position peaked at $5K in Q1 2020.
  • 280 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.