Winslow Evans & Crocker’s First Trust S&P REIT Index Fund FRI Stock Holding History

Winslow Evans & Crocker’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	-200	Closed	-$6K	–	1107
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	895
2018 Q2	$6K	Sell	200 -200	-50%	-$4.41K	﹤0.01%	900
2018 Q1	$8.52K	Hold	400	–	–	﹤0.01%	818
2017 Q4	$9.31K	Hold	400	–	–	﹤0.01%	825
2017 Q3	$9.31K	Hold	400	–	–	﹤0.01%	833
2017 Q2	$9.29K	Hold	400	–	–	﹤0.01%	935
2017 Q1	$9.22K	Hold	400	–	–	﹤0.01%	905
2016 Q4	$9.22K	Hold	400	–	–	﹤0.01%	900
2016 Q3	$9.68K	Hold	400	–	–	﹤0.01%	915
2016 Q2	$9.87K	Hold	400	–	–	﹤0.01%	885
2016 Q1	$9.32K	Hold	400	–	–	﹤0.01%	897
2015 Q4	$8.83K	Hold	400	–	–	﹤0.01%	940
2015 Q3	$8.35K	Hold	400	–	–	﹤0.01%	923
2015 Q2	$8.25K	Sell	400 -210	-34%	-$4.61K	﹤0.01%	974
2015 Q1	$14.1K	Sell	610 -20	-3%	-$466	﹤0.01%	810
2014 Q4	$14K	Buy	630 +230	+58%	+$4.94K	﹤0.01%	814
2014 Q3	$7.86K	Hold	400	–	–	﹤0.01%	950
2014 Q2	$8.18K	Hold	400	–	–	﹤0.01%	897
2014 Q1	$7.67K	Hold	400	–	–	﹤0.01%	913
2013 Q4	$7K	Buy	+400	New	+$7.23K	﹤0.01%	1023

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Winslow Evans & Crocker's FRI Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of First Trust S&P REIT Index Fund (FRI) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Winslow Evans & Crocker first reported a position in FRI in Q4 2013 and held it in 20 quarters. The position peaked at $14.1K in Q1 2015. 45 funds tracked by Wall St. Rank hold FRI as of Q4 2018.

Winslow Evans & Crocker reported no remaining First Trust S&P REIT Index Fund position as of Q4 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 200 First Trust S&P REIT Index Fund shares in Q4 2018, an estimated $6K.
Winslow Evans & Crocker first reported a position in First Trust S&P REIT Index Fund in Q4 2013 and held it in 20 quarters.
Winslow Evans & Crocker's First Trust S&P REIT Index Fund position peaked at $14.1K in Q1 2015.
45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.