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First Personal Financial Services’s NNN REIT NNN Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-102
Closed -$5K – 696
2019
Q2 		$5K Hold
102
– – ﹤0.01% 595
2019
Q1 		$6K Hold
102
– – ﹤0.01% 574
2018
Q4 		$5K Hold
102
– – ﹤0.01% 562
2018
Q3 		$5K Buy
102
+16
+19% +$720 ﹤0.01% 601
2018
Q2 		$4K Buy
+86
New +$3.47K ﹤0.01% 605
2016
Q1 		– Sell
-170
Closed -$7K – 371
2015
Q4 		$7K Buy
+170
New +$6.47K ﹤0.01% 317
2015
Q2 		– Sell
-14
Closed -$1K – 508
2015
Q1 		$1K Hold
14
– – ﹤0.01% 522
2014
Q4 		$0 Buy
+14
New +$530 ﹤0.01% 503

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Personal Financial Services's NNN Position: Q3 2019 in Review

First Personal Financial Services sold out of NNN REIT (NNN) in Q3 2019, closing a stake of 102 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in NNN in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q4 2015. 399 funds tracked by Wall St. Rank hold NNN as of Q3 2019.

  • First Personal Financial Services reported no remaining NNN REIT position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 102 NNN REIT shares in Q3 2019, an estimated $5K.
  • First Personal Financial Services first reported a position in NNN REIT in Q4 2014 and held it in 8 quarters.
  • First Personal Financial Services's NNN REIT position peaked at $7K in Q4 2015.
  • 399 funds tracked by Wall St. Rank held NNN REIT as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.