Bruderman Asset Management’s Realty Income O Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-625	Closed	-$45K	–	414
2019 Q1	$45K	Hold	625	–	–	0.01%	279
2018 Q4	$38K	Hold	625	–	–	0.01%	272
2018 Q3	$34K	Hold	625	–	–	0.01%	225
2018 Q2	$33K	Hold	625	–	–	0.01%	237
2018 Q1	$31K	Buy	+625	New	+$31.1K	0.01%	244
2017 Q3	–	Sell	-625	Closed	-$33K	–	255
2017 Q2	$33K	Buy	+625	New	+$34.6K	0.01%	246
2017 Q1	–	Sell	-625	Closed	-$35K	–	254
2016 Q4	$35K	Hold	625	–	–	0.01%	241
2016 Q3	$41K	Buy	+625	New	+$41.3K	0.01%	222

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bruderman Asset Management's O Position: Q2 2019 in Review

Bruderman Asset Management sold out of Realty Income (O) in Q2 2019, closing a stake of 625 shares — an estimated $45K sold.

Bruderman Asset Management first reported a position in O in Q3 2016 and held it in 8 quarters. The position peaked at $45K in Q1 2019. 781 funds tracked by Wall St. Rank hold O as of Q2 2019.

Bruderman Asset Management reported no remaining Realty Income position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 625 Realty Income shares in Q2 2019, an estimated $45K.
Bruderman Asset Management first reported a position in Realty Income in Q3 2016 and held it in 8 quarters.
Bruderman Asset Management's Realty Income position peaked at $45K in Q1 2019.
781 funds tracked by Wall St. Rank held Realty Income as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.