BOPW
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Brandywine Oak Private Wealth’s Realty Income O Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,091
Closed -$66K – 492
2018
Q4 		$66K Buy
+1,091
New +$65.1K 0.01% 330

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Brandywine Oak Private Wealth's O Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Realty Income (O) in Q1 2019, closing a stake of 1,091 shares — an estimated $66K sold.

Brandywine Oak Private Wealth first reported a position in O in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 775 funds tracked by Wall St. Rank hold O as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Realty Income position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,091 Realty Income shares in Q1 2019, an estimated $66K.
  • Brandywine Oak Private Wealth first reported a position in Realty Income in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Realty Income position peaked at $66K in Q4 2018.
  • 775 funds tracked by Wall St. Rank held Realty Income as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.