First Personal Financial Services’s Realty Income O Stock Holding History

First Personal Financial Services’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
2020 Q1	–	Sell	-188	Closed	-$13K	–	455
2019 Q4	$13K	Hold	188	–	–	﹤0.01%	270
2019 Q3	$14K	Sell	188 -543	-74%	-$38.1K	﹤0.01%	354
2019 Q2	$49K	Buy	731 +205	+39%	+$14K	0.01%	283
2019 Q1	$38K	Buy	526 +119	+29%	+$7.89K	0.01%	315
2018 Q4	$25K	Hold	407	–	–	0.01%	350
2018 Q3	$22K	Hold	407	–	–	0.01%	396
2018 Q2	$21K	Sell	407 -23	-5%	-$1.17K	0.01%	388
2018 Q1	$22K	Hold	430	–	–	﹤0.01%	615
2017 Q4	$24K	Sell	430 -115	-21%	-$6.24K	﹤0.01%	621
2017 Q3	$30K	Buy	545 +41	+8%	+$2.28K	0.01%	514
2017 Q2	$27K	Buy	504 +447	+784%	+$24.7K	0.01%	527
2017 Q1	$3K	Sell	57 -21	-27%	-$1.22K	﹤0.01%	833
2016 Q4	$4K	Buy	78 +21	+37%	+$1.18K	﹤0.01%	841
2016 Q3	$4K	Hold	57	–	–	﹤0.01%	721
2016 Q2	$4K	Buy	+57	New	+$3.46K	﹤0.01%	708

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

First Personal Financial Services's O Position: Q1 2020 in Review

First Personal Financial Services sold out of Realty Income (O) in Q1 2020, closing a stake of 188 shares — an estimated $13K sold.

First Personal Financial Services first reported a position in O in Q2 2016 and held it in 15 quarters. The position peaked at $49K in Q2 2019. 763 funds tracked by Wall St. Rank hold O as of Q1 2020.

First Personal Financial Services reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 188 Realty Income shares in Q1 2020, an estimated $13K.
First Personal Financial Services first reported a position in Realty Income in Q2 2016 and held it in 15 quarters.
First Personal Financial Services's Realty Income position peaked at $49K in Q2 2019.
763 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.