MYIA
MNR

Mount Yale Investment Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Mount Yale Investment Advisors’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
-7,572
Closed -$112K – 953
2018
Q3 		$112K Buy
7,572
+1,464
+24% +$24.7K 0.02% 406
2018
Q2 		$101K Hold
6,108
– – 0.02% 459
2018
Q1 		$92K Buy
+6,108
New +$95.7K 0.02% 486

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

Mount Yale Investment Advisors's MNR Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2018, closing a stake of 7,572 shares — an estimated $112K sold.

Mount Yale Investment Advisors first reported a position in MNR in Q1 2018 and held it in 3 quarters. The position peaked at $112K in Q3 2018. 232 funds tracked by Wall St. Rank hold MNR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,572 Monmouth Real Estate Investment Corp shares in Q4 2018, an estimated $112K.
  • Mount Yale Investment Advisors first reported a position in Monmouth Real Estate Investment Corp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Monmouth Real Estate Investment Corp position peaked at $112K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.