Aveo Capital Partners’s Realty Income O Stock Holding History

Aveo Capital Partners’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
2017 Q1	–	Sell	-9,252	Closed	-$515K	–	196
2016 Q4	$515K	Buy	+9,252	New	+$519K	0.15%	102

Other funds holding O

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aveo Capital Partners's O Position: Q1 2017 in Review

Aveo Capital Partners sold out of Realty Income (O) in Q1 2017, closing a stake of 9,252 shares — an estimated $515K sold.

Aveo Capital Partners first reported a position in O in Q4 2016 and held it in 1 quarter. The position peaked at $515K in Q4 2016. 603 funds tracked by Wall St. Rank hold O as of Q1 2017.

Aveo Capital Partners reported no remaining Realty Income position as of Q1 2017 after selling out during the quarter.
Aveo Capital Partners sold 9,252 Realty Income shares in Q1 2017, an estimated $515K.
Aveo Capital Partners first reported a position in Realty Income in Q4 2016 and held it in 1 quarter.
Aveo Capital Partners's Realty Income position peaked at $515K in Q4 2016.
603 funds tracked by Wall St. Rank held Realty Income as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.