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Stonebridge Financial Planning Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

Stonebridge Financial Planning Group’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
Q4 		– Sell
-100
Closed -$2K – 396
2020
Q3 		$2K Hold
100
– – ﹤0.01% 370
2020
Q2 		$2K Sell
100
-600
-86% -$12.1K ﹤0.01% 376
2020
Q1 		$14K Hold
700
– – 0.01% 275
2019
Q4 		$18K Buy
+700
New +$18.4K 0.02% 245

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stonebridge Financial Planning Group's FRI Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Stonebridge Financial Planning Group first reported a position in FRI in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 45 funds tracked by Wall St. Rank hold FRI as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining First Trust S&P REIT Index Fund position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 First Trust S&P REIT Index Fund shares in Q4 2020, an estimated $2K.
  • Stonebridge Financial Planning Group first reported a position in First Trust S&P REIT Index Fund in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's First Trust S&P REIT Index Fund position peaked at $18K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.