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B. Riley Wealth Advisors’s NNN REIT NNN Stock Holding History

B. Riley Wealth Advisors’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-908
Closed -$36K – 1482
2014
Q4 		$36K Buy
+908
New +$34.4K ﹤0.01% 2267
2014
Q3 		– Sell
-1,144
Closed -$42.5K – 1445
2014
Q2 		$42.5K Buy
+1,144
New +$40.2K 0.01% 1105

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Wealth Advisors's NNN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of NNN REIT (NNN) in Q1 2015, closing a stake of 908 shares — an estimated $36K sold.

B. Riley Wealth Advisors first reported a position in NNN in Q2 2014 and held it in 2 quarters. The position peaked at $42.5K in Q2 2014. 282 funds tracked by Wall St. Rank hold NNN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining NNN REIT position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 908 NNN REIT shares in Q1 2015, an estimated $36K.
  • B. Riley Wealth Advisors first reported a position in NNN REIT in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's NNN REIT position peaked at $42.5K in Q2 2014.
  • 282 funds tracked by Wall St. Rank held NNN REIT as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.