Evoke Wealth’s Agree Realty ADC Stock Holding History

Evoke Wealth’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-680	Closed	-$48.1K	–	1130
2019 Q4	$48.1K	Sell	680 -23	-3%	-$1.7K	0.01%	422
2019 Q3	$51.8K	Buy	+703	New	+$49.1K	0.01%	456

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evoke Wealth's ADC Position: Q1 2020 in Review

Evoke Wealth sold out of Agree Realty (ADC) in Q1 2020, closing a stake of 680 shares — an estimated $48.1K sold.

Evoke Wealth first reported a position in ADC in Q3 2019 and held it in 2 quarters. The position peaked at $51.8K in Q3 2019. 276 funds tracked by Wall St. Rank hold ADC as of Q1 2020.

Evoke Wealth reported no remaining Agree Realty position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 680 Agree Realty shares in Q1 2020, an estimated $48.1K.
Evoke Wealth first reported a position in Agree Realty in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Agree Realty position peaked at $51.8K in Q3 2019.
276 funds tracked by Wall St. Rank held Agree Realty as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.