YorkBridge Wealth Partners’s Monmouth Real Estate Investment Corp MNR Stock Holding History

YorkBridge Wealth Partners’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
2019 Q1	–	Sell	-1,802	Closed	-$22K	–	798
2018 Q4	$22K	Buy	1,802 +246	+16%	+$3.58K	0.01%	450
2018 Q3	$26K	Buy	1,556 +16	+1%	+$270	0.01%	471
2018 Q2	$25K	Buy	1,540 +49	+3%	+$758	0.01%	484
2018 Q1	$22K	Buy	1,491 +487	+49%	+$7.63K	0.01%	504
2017 Q4	$16K	Sell	1,004 -180	-15%	-$3.11K	0.01%	588
2017 Q3	$19K	Sell	1,184 -43	-4%	-$672	0.01%	545
2017 Q2	$19K	Hold	1,227	–	–	0.01%	532
2017 Q1	$18K	Buy	+1,227	New	+$17.8K	0.01%	537

Other funds holding MNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

YorkBridge Wealth Partners's MNR Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2019, closing a stake of 1,802 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in MNR in Q1 2017 and held it in 8 quarters. The position peaked at $26K in Q3 2018. 216 funds tracked by Wall St. Rank hold MNR as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,802 Monmouth Real Estate Investment Corp shares in Q1 2019, an estimated $22K.
YorkBridge Wealth Partners first reported a position in Monmouth Real Estate Investment Corp in Q1 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's Monmouth Real Estate Investment Corp position peaked at $26K in Q3 2018.
216 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.