RFA
FNM.PRT

Reilly Financial Advisors’s FEDERAL NATL MTG ASS 08250 FNM.PRT Stock Holding History

Reilly Financial Advisors’s Portfolio FNM.PRT Stock Details FNM.PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$16K – 893
2013
Q3 		$16K Hold
2,000
– – ﹤0.01% 389
2013
Q2 		$15K Buy
+2,000
New +$15K ﹤0.01% 401

Other funds holding FNM.PRT

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
IT
Investors Trust Dallas, Texas $32M AUM 1.92% 1-Year Est. Return
VCM
Vision Capital Management Portland, Oregon $792M AUM 18.17% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Reilly Financial Advisors's FNM.PRT Position: Q4 2013 in Review

Reilly Financial Advisors sold out of FEDERAL NATL MTG ASS 08250 (FNM.PRT) in Q4 2013, closing a stake of 2,000 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in FNM.PRT in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q3 2013. 5 funds tracked by Wall St. Rank hold FNM.PRT as of Q4 2013.

  • Reilly Financial Advisors reported no remaining FEDERAL NATL MTG ASS 08250 position as of Q4 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,000 FEDERAL NATL MTG ASS 08250 shares in Q4 2013, an estimated $16K.
  • Reilly Financial Advisors first reported a position in FEDERAL NATL MTG ASS 08250 in Q2 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's FEDERAL NATL MTG ASS 08250 position peaked at $16K in Q3 2013.
  • 5 funds tracked by Wall St. Rank held FEDERAL NATL MTG ASS 08250 as of Q4 2013.

Based on Reilly Financial Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.