JOYN Advisors’s Realty Income O Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-789	Closed	-$48K	–	979
2018 Q4	$48K	Buy	789 +44	+6%	+$2.63K	0.01%	358
2018 Q3	$41K	Buy	745 +65	+10%	+$3.58K	0.01%	451
2018 Q2	$35K	Buy	680 +608	+844%	+$30.8K	0.01%	495
2018 Q1	$4K	Buy	+72	New	+$3.59K	﹤0.01%	914

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

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

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

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

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

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

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

AAMU

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

JOYN Advisors's O Position: Q1 2019 in Review

JOYN Advisors sold out of Realty Income (O) in Q1 2019, closing a stake of 789 shares — an estimated $48K sold.

JOYN Advisors first reported a position in O in Q1 2018 and held it in 4 quarters. The position peaked at $48K in Q4 2018. 775 funds tracked by Wall St. Rank hold O as of Q1 2019.

JOYN Advisors reported no remaining Realty Income position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 789 Realty Income shares in Q1 2019, an estimated $48K.
JOYN Advisors first reported a position in Realty Income in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Realty Income position peaked at $48K in Q4 2018.
775 funds tracked by Wall St. Rank held Realty Income as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.