WA
MNR

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

WFG 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
2017
Q2 		$531K Buy
35,272
+3,380
+11% +$50K 0.12% 194
2017
Q1 		$455K Sell
31,892
-2,129
-6% -$31K 0.12% 185
2016
Q4 		$518K Sell
34,021
-1,746
-5% -$24.1K 0.13% 200
2016
Q3 		$510K Buy
35,767
+405
+1% +$5.63K 0.13% 178
2016
Q2 		$469K Buy
35,362
+1,918
+6% +$23.2K 0.13% 175
2016
Q1 		$398K Sell
33,444
-3,208
-9% -$34.6K 0.12% 193
2015
Q4 		$383K Buy
36,652
+47
+0.1% +$485 0.11% 193
2015
Q3 		$357K Buy
36,605
+4,036
+12% +$38.9K 0.11% 192
2015
Q2 		$317K Sell
32,569
-3,553
-10% -$35.8K 0.09% 235
2015
Q1 		$401K Buy
36,122
+847
+2% +$9.71K 0.11% 207
2014
Q4 		$390K Buy
35,275
+25,650
+266% +$281K 0.08% 278
2014
Q3 		$97K Buy
+9,625
New +$101K 0.02% 677

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's MNR Position: Q2 2017 in Review

WFG Advisors increased its Monmouth Real Estate Investment Corp (MNR) stake by 11% in Q2 2017, buying an estimated $50K and bringing the position to 35,272 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #194.

WFG Advisors first reported a position in MNR in Q3 2014 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold MNR as of Q2 2017.

  • WFG Advisors held 35,272 shares of Monmouth Real Estate Investment Corp worth $531K as of Q2 2017.
  • WFG Advisors bought 3,380 Monmouth Real Estate Investment Corp shares in Q2 2017, an estimated $50K.
  • Monmouth Real Estate Investment Corp made up 0.12% of WFG Advisors's portfolio in Q2 2017, its #194 holding.
  • WFG Advisors first reported a position in Monmouth Real Estate Investment Corp in Q3 2014 and has held it in 12 quarters since.
  • 184 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.