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MYCIO Wealth Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-400
Closed -$10K – 375
2016
Q3 		$10K Buy
+400
New +$9.94K ﹤0.01% 568

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
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYCIO Wealth Partners's FRI Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2016, closing a stake of 400 shares — an estimated $10K sold.

MYCIO Wealth Partners first reported a position in FRI in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 57 funds tracked by Wall St. Rank hold FRI as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining First Trust S&P REIT Index Fund position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 400 First Trust S&P REIT Index Fund shares in Q4 2016, an estimated $10K.
  • MYCIO Wealth Partners first reported a position in First Trust S&P REIT Index Fund in Q3 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's First Trust S&P REIT Index Fund position peaked at $10K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.