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WealthShield Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History

WealthShield Partners’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
2018
Q4 		– Sell
-11,049
Closed -$258K – 255
2018
Q3 		$258K Buy
+11,049
New +$262K 0.15% 107

Other funds holding FRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

WealthShield Partners's FRI Position: Q4 2018 in Review

WealthShield Partners sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2018, closing a stake of 11,049 shares — an estimated $258K sold.

WealthShield Partners first reported a position in FRI in Q3 2018 and held it in 1 quarter. The position peaked at $258K in Q3 2018. 45 funds tracked by Wall St. Rank hold FRI as of Q4 2018.

  • WealthShield Partners reported no remaining First Trust S&P REIT Index Fund position as of Q4 2018 after selling out during the quarter.
  • WealthShield Partners sold 11,049 First Trust S&P REIT Index Fund shares in Q4 2018, an estimated $258K.
  • WealthShield Partners first reported a position in First Trust S&P REIT Index Fund in Q3 2018 and held it in 1 quarter.
  • WealthShield Partners's First Trust S&P REIT Index Fund position peaked at $258K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2018.

Based on WealthShield Partners's 13F filing for Q4 2018, filed 14 Feb 2019.