D. Scott Neal’s Realty Income O Stock Holding History

D. Scott Neal’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
2016 Q4	–	Sell	-13	Closed	-$1K	–	175
2016 Q3	$1K	Hold	13	–	–	﹤0.01%	168
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	175
2016 Q1	$1K	Buy	+13	New	+$724	﹤0.01%	163

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

D. Scott Neal's O Position: Q4 2016 in Review

D. Scott Neal sold out of Realty Income (O) in Q4 2016, closing a stake of 13 shares — an estimated $1K sold.

D. Scott Neal first reported a position in O in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 600 funds tracked by Wall St. Rank hold O as of Q4 2016.

D. Scott Neal reported no remaining Realty Income position as of Q4 2016 after selling out during the quarter.
D. Scott Neal sold 13 Realty Income shares in Q4 2016, an estimated $1K.
D. Scott Neal first reported a position in Realty Income in Q1 2016 and held it in 3 quarters.
D. Scott Neal's Realty Income position peaked at $1K in Q3 2016.
600 funds tracked by Wall St. Rank held Realty Income as of Q4 2016.

Based on D. Scott Neal's 13F filing for Q4 2016, filed 17 Jan 2017.