Gradient Investments’s Agree Realty ADC Stock Holding History

Gradient Investments’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 Q2	–	Sell	-120	Closed	-$7K	–	1035
2020 Q1	$7K	Buy	+120	New	+$8.54K	﹤0.01%	711

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

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

Zimmer Partners New York $4.15B AUM 14.2% 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

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

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

AAMU

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

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

Gradient Investments's ADC Position: Q2 2020 in Review

Gradient Investments sold out of Agree Realty (ADC) in Q2 2020, closing a stake of 120 shares — an estimated $7K sold.

Gradient Investments first reported a position in ADC in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 271 funds tracked by Wall St. Rank hold ADC as of Q2 2020.

Gradient Investments reported no remaining Agree Realty position as of Q2 2020 after selling out during the quarter.
Gradient Investments sold 120 Agree Realty shares in Q2 2020, an estimated $7K.
Gradient Investments first reported a position in Agree Realty in Q1 2020 and held it in 1 quarter.
Gradient Investments's Agree Realty position peaked at $7K in Q1 2020.
271 funds tracked by Wall St. Rank held Agree Realty as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.