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Sowell Financial Services’s First Industrial Realty Trust FR Stock Holding History

Sowell Financial Services’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19
Closed -$1K – 2587
2020
Q2 		$1K Sell
19
-195
-91% -$7.13K ﹤0.01% 2295
2020
Q1 		$7K Buy
214
+143
+201% +$5.67K ﹤0.01% 1711
2019
Q4 		$3K Hold
71
– – ﹤0.01% 2060
2019
Q3 		$3K Buy
+71
New +$2.72K ﹤0.01% 1925

Other funds holding FR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Sowell Financial Services's FR Position: Q3 2020 in Review

Sowell Financial Services sold out of First Industrial Realty Trust (FR) in Q3 2020, closing a stake of 19 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in FR in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q1 2020. 320 funds tracked by Wall St. Rank hold FR as of Q3 2020.

  • Sowell Financial Services reported no remaining First Industrial Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 19 First Industrial Realty Trust shares in Q3 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in First Industrial Realty Trust in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's First Industrial Realty Trust position peaked at $7K in Q1 2020.
  • 320 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.