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Lakeside Wealth Management Group’s Global Net Lease GNL Stock Holding History

Lakeside Wealth Management Group’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,386
Closed -$230K – 9
2016
Q4 		$230K Hold
9,386
– – 7.29% 7
2016
Q3 		$230K Buy
+9,386
New +$235K 7.29% 7

Other funds holding GNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Lakeside Wealth Management Group's GNL Position: Q1 2017 in Review

Lakeside Wealth Management Group sold out of Global Net Lease (GNL) in Q1 2017, closing a stake of 9,386 shares — an estimated $230K sold.

Lakeside Wealth Management Group first reported a position in GNL in Q3 2016 and held it in 2 quarters. The position peaked at $230K in Q4 2016. 122 funds tracked by Wall St. Rank hold GNL as of Q1 2017.

  • Lakeside Wealth Management Group reported no remaining Global Net Lease position as of Q1 2017 after selling out during the quarter.
  • Lakeside Wealth Management Group sold 9,386 Global Net Lease shares in Q1 2017, an estimated $230K.
  • Lakeside Wealth Management Group first reported a position in Global Net Lease in Q3 2016 and held it in 2 quarters.
  • Lakeside Wealth Management Group's Global Net Lease position peaked at $230K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.