PWPS
MNR

Pinnacle Wealth Planning Services’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-1,563
Closed -$27K – 2341
2020
Q4 		$27K Buy
+1,563
New +$23.6K 0.01% 1047

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's MNR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2021, closing a stake of 1,563 shares — an estimated $27K sold.

Pinnacle Wealth Planning Services first reported a position in MNR in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 226 funds tracked by Wall St. Rank hold MNR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,563 Monmouth Real Estate Investment Corp shares in Q1 2021, an estimated $27K.
  • Pinnacle Wealth Planning Services first reported a position in Monmouth Real Estate Investment Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Monmouth Real Estate Investment Corp position peaked at $27K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.