VFA
MNR

Valeo Financial Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Valeo Financial Advisors’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,000
Closed -$25K – 2239
2020
Q1 		$25K Hold
2,000
– – ﹤0.01% 838
2019
Q4 		$29K Buy
+2,000
New +$29.6K ﹤0.01% 834

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's MNR Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Monmouth Real Estate Investment Corp (MNR) in Q2 2020, closing a stake of 2,000 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in MNR in Q4 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 211 funds tracked by Wall St. Rank hold MNR as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Monmouth Real Estate Investment Corp position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 Monmouth Real Estate Investment Corp shares in Q2 2020, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Monmouth Real Estate Investment Corp in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Monmouth Real Estate Investment Corp position peaked at $29K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.