MWM
STOR

MBE Wealth Management’s STORE Capital Corporation STOR Stock Holding History

MBE Wealth Management’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-400
Closed -$7K – 573
2020
Q1 		$7K Buy
+400
New +$13.2K 0.01% 345

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

MBE Wealth Management sold out of STORE Capital Corporation (STOR) in Q2 2020, closing a stake of 400 shares — an estimated $7K sold.

MBE Wealth Management first reported a position in STOR in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 366 funds tracked by Wall St. Rank hold STOR as of Q2 2020.

  • MBE Wealth Management reported no remaining STORE Capital Corporation position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 400 STORE Capital Corporation shares in Q2 2020, an estimated $7K.
  • MBE Wealth Management first reported a position in STORE Capital Corporation in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's STORE Capital Corporation position peaked at $7K in Q1 2020.
  • 366 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q2 2020.

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