PCWA
MNR.PRC

Pacific Capital Wealth Advisors’s Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock MNR.PRC Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio MNR.PRC Stock Details MNR.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$2K – 207
2020
Q3 		$2K Buy
+100
New +$2.5K ﹤0.01% 201

Other funds holding MNR.PRC

ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Pacific Capital Wealth Advisors's MNR.PRC Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock (MNR.PRC) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Pacific Capital Wealth Advisors first reported a position in MNR.PRC in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 4 funds tracked by Wall St. Rank hold MNR.PRC as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock shares in Q4 2020, an estimated $2K.
  • Pacific Capital Wealth Advisors first reported a position in Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock position peaked at $2K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corporation 6.125% Series C Cumulative Redeemable Preferred Stock as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.