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Mark Sheptoff Financial Planning’s NNN REIT NNN Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q3 		– Sell
-360
Closed -$13K – 356
2020
Q2 		$13K Hold
360
– – 0.01% 235
2020
Q1 		$12K Hold
360
– – 0.01% 219
2019
Q4 		$19K Hold
360
– – 0.01% 223
2019
Q3 		$20K Buy
+360
New +$19.6K 0.01% 212

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's NNN Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of NNN REIT (NNN) in Q3 2020, closing a stake of 360 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in NNN in Q3 2019 and held it in 4 quarters. The position peaked at $20K in Q3 2019. 363 funds tracked by Wall St. Rank hold NNN as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining NNN REIT position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 360 NNN REIT shares in Q3 2020, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in NNN REIT in Q3 2019 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's NNN REIT position peaked at $20K in Q3 2019.
  • 363 funds tracked by Wall St. Rank held NNN REIT as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.