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Destination Wealth Management’s NNN REIT NNN Stock Holding History

Destination Wealth Management’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-24
Closed -$1K – 652
2018
Q3 		$1K Sell
24
-301
-93% -$13.5K ﹤0.01% 656
2018
Q2 		$14K Buy
+325
New +$13.1K ﹤0.01% 369

Other funds holding NNN

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Destination Wealth Management's NNN Position: Q4 2018 in Review

Destination Wealth Management sold out of NNN REIT (NNN) in Q4 2018, closing a stake of 24 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in NNN in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 381 funds tracked by Wall St. Rank hold NNN as of Q4 2018.

  • Destination Wealth Management reported no remaining NNN REIT position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 24 NNN REIT shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in NNN REIT in Q2 2018 and held it in 2 quarters.
  • Destination Wealth Management's NNN REIT position peaked at $14K in Q2 2018.
  • 381 funds tracked by Wall St. Rank held NNN REIT as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.