CPA
O icon

Clear Perspective Advisors’s Realty Income O Stock Holding History

Clear Perspective Advisors’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
2018
Q1 		– Sell
-1,565
Closed -$86K – 508
2017
Q4 		$86K Hold
1,565
– – 0.07% 199
2017
Q3 		$87K Buy
1,565
+17
+1% +$944 0.07% 195
2017
Q2 		$83K Sell
1,548
-645
-29% -$35.7K 0.07% 183
2017
Q1 		$127K Hold
2,193
– – 0.08% 150
2016
Q4 		$122K Buy
+2,193
New +$123K 0.08% 154

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Clear Perspective Advisors's O Position: Q1 2018 in Review

Clear Perspective Advisors sold out of Realty Income (O) in Q1 2018, closing a stake of 1,565 shares — an estimated $86K sold.

Clear Perspective Advisors first reported a position in O in Q4 2016 and held it in 5 quarters. The position peaked at $127K in Q1 2017. 649 funds tracked by Wall St. Rank hold O as of Q1 2018.

  • Clear Perspective Advisors reported no remaining Realty Income position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,565 Realty Income shares in Q1 2018, an estimated $86K.
  • Clear Perspective Advisors first reported a position in Realty Income in Q4 2016 and held it in 5 quarters.
  • Clear Perspective Advisors's Realty Income position peaked at $127K in Q1 2017.
  • 649 funds tracked by Wall St. Rank held Realty Income as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.