RFA
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Reilly Financial Advisors’s Research Frontiers REFR Stock Holding History

Reilly Financial Advisors’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$1K – 887
2016
Q3 		$1K Buy
+400
New +$1.26K ﹤0.01% 802

Other funds holding REFR

GCM
Goldman Capital Management New York $103M AUM 21.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Reilly Financial Advisors's REFR Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Research Frontiers (REFR) in Q4 2016, closing a stake of 400 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in REFR in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 39 funds tracked by Wall St. Rank hold REFR as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Research Frontiers position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 400 Research Frontiers shares in Q4 2016, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Research Frontiers in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Research Frontiers position peaked at $1K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Research Frontiers as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.