Peak Capital Management LLC FRI Holdings History
Peak Capital Management LLC's First Trust S&P REIT Index Fund Holding Summary
As of 2020-03-31, Peak Capital Management LLC held 226,047.00 shares of First Trust S&P REIT Index Fund(FRI), totaling $4.28 Mil. This investment constitutes 5.58% of their stock portfolio, and Peak Capital Management LLC now holds 2.92% of the outstanding First Trust S&P REIT Index Fund(FRI) stock.
The initial trade took place in 2018Q2. And since then Peak Capital Management LLC has made 5 purchases of FRI, at an average price of $23.21, for a total of 293,637.00 shares. In addition, there have been 3 sales at an average price of $24.39 for 67,590.00 shares. Based on historical transaction data and FRI's current price of $27.33, Peak Capital Management LLC's estimated gain on his FRI holdings is $1.01 Mil, reflecting a 14.86% gain to date.
Peak Capital Management LLC FRI ($27.33) Holding Chart
Peak Capital Management LLC FRI ($27.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
