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Buckingham Capital Management (Ohio)’s Realty Income O Stock Holding History

Buckingham Capital Management (Ohio)’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
2014
Q3 		– Sell
-6,200
Closed -$267K – 175
2014
Q2 		$267K Sell
6,200
-7,611
-55% -$318K 0.08% 158
2014
Q1 		$547K Sell
13,811
-18,665
-57% -$740K 0.18% 128
2013
Q4 		$1.18M Sell
32,476
-5,479
-14% -$211K 0.41% 75
2013
Q3 		$1.48M Buy
37,955
+623
+2% +$25.3K 0.6% 51
2013
Q2 		$1.52M Buy
+37,332
New +$1.72M 0.62% 47

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s O Position: Q3 2014 in Review

Buckingham Capital Management (Ohio) sold out of Realty Income (O) in Q3 2014, closing a stake of 6,200 shares — an estimated $267K sold.

Buckingham Capital Management (Ohio) first reported a position in O in Q2 2013 and held it in 5 quarters. The position peaked at $1.52M in Q2 2013. 441 funds tracked by Wall St. Rank hold O as of Q3 2014.

  • Buckingham Capital Management (Ohio) reported no remaining Realty Income position as of Q3 2014 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 6,200 Realty Income shares in Q3 2014, an estimated $267K.
  • Buckingham Capital Management (Ohio) first reported a position in Realty Income in Q2 2013 and held it in 5 quarters.
  • Buckingham Capital Management (Ohio)'s Realty Income position peaked at $1.52M in Q2 2013.
  • 441 funds tracked by Wall St. Rank held Realty Income as of Q3 2014.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q3 2014, filed 13 Nov 2014.