RFA
FNM.PRS

Reilly Financial Advisors’s FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) FNM.PRS Stock Holding History

Reilly Financial Advisors’s Portfolio FNM.PRS Stock Details FNM.PRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,500
Closed -$7K – 1505
2015
Q3 		$7K Hold
1,500
– – ﹤0.01% 889
2015
Q2 		$6K Hold
1,500
– – ﹤0.01% 1040
2015
Q1 		$6K Hold
1,500
– – ﹤0.01% 989
2014
Q4 		$6K Hold
1,500
– – ﹤0.01% 612
2014
Q3 		$14K Hold
1,500
– – ﹤0.01% 464
2014
Q2 		$16K Buy
1,500
+500
+50% +$5.33K ﹤0.01% 461
2014
Q1 		$10K Buy
+1,000
New +$10K ﹤0.01% 561

Other funds holding FNM.PRS

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Reilly Financial Advisors's FNM.PRS Position: Q4 2015 in Review

Reilly Financial Advisors sold out of FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) (FNM.PRS) in Q4 2015, closing a stake of 1,500 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in FNM.PRS in Q1 2014 and held it in 7 quarters. The position peaked at $16K in Q2 2014. 8 funds tracked by Wall St. Rank hold FNM.PRS as of Q4 2015.

  • Reilly Financial Advisors reported no remaining FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,500 FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) shares in Q4 2015, an estimated $7K.
  • Reilly Financial Advisors first reported a position in FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) in Q1 2014 and held it in 7 quarters.
  • Reilly Financial Advisors's FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position peaked at $16K in Q2 2014.
  • 8 funds tracked by Wall St. Rank held FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.