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Sowell Financial Services’s First Trust S&P REIT Index Fund FRI Stock Holding History

Sowell Financial Services’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,539
Closed -$66K – 2510
2019
Q4 		$66K Sell
2,539
-2,539
-50% -$66.9K 0.01% 1052
2019
Q3 		$135K Buy
+5,078
New +$131K 0.01% 748

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PCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Sowell Financial Services's FRI Position: Q1 2020 in Review

Sowell Financial Services sold out of First Trust S&P REIT Index Fund (FRI) in Q1 2020, closing a stake of 2,539 shares — an estimated $66K sold.

Sowell Financial Services first reported a position in FRI in Q3 2019 and held it in 2 quarters. The position peaked at $135K in Q3 2019. 52 funds tracked by Wall St. Rank hold FRI as of Q1 2020.

  • Sowell Financial Services reported no remaining First Trust S&P REIT Index Fund position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2,539 First Trust S&P REIT Index Fund shares in Q1 2020, an estimated $66K.
  • Sowell Financial Services first reported a position in First Trust S&P REIT Index Fund in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's First Trust S&P REIT Index Fund position peaked at $135K in Q3 2019.
  • 52 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.