Kiley Juergens Wealth Management’s Realty Income O Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-287	Closed	-$15K	–	447
2018 Q3	$15K	Hold	287	–	–	0.01%	415
2018 Q2	$14K	Buy	+287	New	+$14.5K	0.01%	394
2018 Q1	–	Sell	-675	Closed	-$37K	–	432
2017 Q4	$37K	Buy	+675	New	+$36.6K	0.03%	241

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

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

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

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

Kiley Juergens Wealth Management's O Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Realty Income (O) in Q4 2018, closing a stake of 287 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in O in Q4 2017 and held it in 3 quarters. The position peaked at $37K in Q4 2017. 745 funds tracked by Wall St. Rank hold O as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Realty Income position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 287 Realty Income shares in Q4 2018, an estimated $15K.
Kiley Juergens Wealth Management first reported a position in Realty Income in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Realty Income position peaked at $37K in Q4 2017.
745 funds tracked by Wall St. Rank held Realty Income as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.