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Legacy Financial Advisors’s NNN REIT NNN Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-58
Closed -$3K – 635
2019
Q1 		$3K Hold
58
– – ﹤0.01% 861
2018
Q4 		$3K Buy
58
+44
+314% +$2.1K ﹤0.01% 809
2018
Q3 		$0 Hold
14
– – ﹤0.01% 929
2018
Q2 		$1K Buy
+14
New +$564 ﹤0.01% 883

Other funds holding NNN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Financial Advisors's NNN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of NNN REIT (NNN) in Q2 2019, closing a stake of 58 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in NNN in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 381 funds tracked by Wall St. Rank hold NNN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining NNN REIT position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 58 NNN REIT shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in NNN REIT in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's NNN REIT position peaked at $3K in Q1 2019.
  • 381 funds tracked by Wall St. Rank held NNN REIT as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.