EisnerAmper Wealth Management Corporate Benefits’s Realty Income O Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-14,743	Closed	-$677K	–	60
2015 Q3	$677K	Buy	14,743 +1,561	+12%	+$70.5K	0.48%	48
2015 Q2	$567K	Sell	13,182 -910	-6%	-$41.6K	0.44%	49
2015 Q1	$705K	Buy	14,092 +681	+5%	+$34.1K	0.53%	36
2014 Q4	$619K	Buy	+13,411	New	+$594K	0.49%	46

Other funds holding O

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 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

EisnerAmper Wealth Management Corporate Benefits's O Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Realty Income (O) in Q4 2015, closing a stake of 14,743 shares — an estimated $677K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in O in Q4 2014 and held it in 4 quarters. The position peaked at $705K in Q1 2015. 535 funds tracked by Wall St. Rank hold O as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Realty Income position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 14,743 Realty Income shares in Q4 2015, an estimated $677K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Realty Income in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Realty Income position peaked at $705K in Q1 2015.
535 funds tracked by Wall St. Rank held Realty Income as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.