IPC
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Independent Portfolio Consultants’s NNN REIT NNN Stock Holding History

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-185
Closed -$7K – 916
2014
Q2 		$7K Buy
+185
New +$6.51K ﹤0.01% 812

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Portfolio Consultants's NNN Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of NNN REIT (NNN) in Q3 2014, closing a stake of 185 shares — an estimated $7K sold.

Independent Portfolio Consultants first reported a position in NNN in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 247 funds tracked by Wall St. Rank hold NNN as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining NNN REIT position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 185 NNN REIT shares in Q3 2014, an estimated $7K.
  • Independent Portfolio Consultants first reported a position in NNN REIT in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's NNN REIT position peaked at $7K in Q2 2014.
  • 247 funds tracked by Wall St. Rank held NNN REIT as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.