ERTS Wealth Advisors’s Realty Income O Stock Holding History

ERTS Wealth 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
2019 Q1	–	Sell	-2,466	Closed	-$151K	–	236
2018 Q4	$151K	Buy	+2,466	New	+$147K	0.11%	88

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

ERTS Wealth Advisors's O Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Realty Income (O) in Q1 2019, closing a stake of 2,466 shares — an estimated $151K sold.

ERTS Wealth Advisors first reported a position in O in Q4 2018 and held it in 1 quarter. The position peaked at $151K in Q4 2018. 775 funds tracked by Wall St. Rank hold O as of Q1 2019.

ERTS Wealth Advisors reported no remaining Realty Income position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 2,466 Realty Income shares in Q1 2019, an estimated $151K.
ERTS Wealth Advisors first reported a position in Realty Income in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Realty Income position peaked at $151K in Q4 2018.
775 funds tracked by Wall St. Rank held Realty Income as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.