MWPCG
MNR

Measured Wealth Private Client Group’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Measured Wealth Private Client Group’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,940
Closed -$49K – 864
2018
Q3 		$49K Buy
+2,940
New +$49.6K 0.03% 361

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Measured Wealth Private Client Group's MNR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2018, closing a stake of 2,940 shares — an estimated $49K sold.

Measured Wealth Private Client Group first reported a position in MNR in Q3 2018 and held it in 1 quarter. The position peaked at $49K in Q3 2018. 232 funds tracked by Wall St. Rank hold MNR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,940 Monmouth Real Estate Investment Corp shares in Q4 2018, an estimated $49K.
  • Measured Wealth Private Client Group first reported a position in Monmouth Real Estate Investment Corp in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Monmouth Real Estate Investment Corp position peaked at $49K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.