ERIM
NNN icon

Eagle Ridge Investment Management’s NNN REIT NNN Stock Holding History

Eagle Ridge Investment 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
2017
Q1 		– Sell
-5,398
Closed -$239K – 144
2016
Q4 		$239K Sell
5,398
-1,500
-22% -$66.2K 0.05% 125
2016
Q3 		$351K Hold
6,898
– – 0.08% 96
2016
Q2 		$357K Buy
+6,898
New +$320K 0.08% 95

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Eagle Ridge Investment Management's NNN Position: Q1 2017 in Review

Eagle Ridge Investment Management sold out of NNN REIT (NNN) in Q1 2017, closing a stake of 5,398 shares — an estimated $239K sold.

Eagle Ridge Investment Management first reported a position in NNN in Q2 2016 and held it in 3 quarters. The position peaked at $357K in Q2 2016. 343 funds tracked by Wall St. Rank hold NNN as of Q1 2017.

  • Eagle Ridge Investment Management reported no remaining NNN REIT position as of Q1 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 5,398 NNN REIT shares in Q1 2017, an estimated $239K.
  • Eagle Ridge Investment Management first reported a position in NNN REIT in Q2 2016 and held it in 3 quarters.
  • Eagle Ridge Investment Management's NNN REIT position peaked at $357K in Q2 2016.
  • 343 funds tracked by Wall St. Rank held NNN REIT as of Q1 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2017, filed 2 May 2017.