ALA
O icon

Atherton Lane Advisers’s Realty Income O Stock Holding History

Atherton Lane Advisers’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$310K Hold
6,192
– – 0.02% 181
2015
Q3 		$284K Sell
6,192
-227
-4% -$10.2K 0.02% 186
2015
Q2 		$276K Sell
6,419
-284
-4% -$13K 0.02% 194
2015
Q1 		$335K Sell
6,703
-7,355
-52% -$368K 0.02% 198
2014
Q4 		$650K Buy
14,058
+38
+0.3% +$1.68K 0.04% 159
2014
Q3 		$554K Sell
14,020
-2,678
-16% -$114K 0.03% 174
2014
Q2 		$719K Buy
16,698
+10,506
+170% +$439K 0.04% 157
2014
Q1 		$245K Hold
6,192
– – 0.02% 139
2013
Q4 		$224K Sell
6,192
-1,548
-20% -$59.5K 0.01% 141
2013
Q3 		$298K Hold
7,740
– – 0.02% 111
2013
Q2 		$314K Buy
+7,740
New +$358K 0.02% 106

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return