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Meridian Wealth Management’s NNN REIT NNN Stock Holding History

Meridian Wealth Management’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
2018
Q1 		– Sell
-6,052
Closed -$252K – 195
2017
Q4 		$252K Hold
6,052
– – 0.16% 141
2017
Q3 		$252K Buy
6,052
+75
+1% +$3.06K 0.16% 138
2017
Q2 		$234K Buy
5,977
+27
+0.5% +$1.09K 0.15% 145
2017
Q1 		$260K Buy
5,950
+455
+8% +$20.1K 0.16% 133
2016
Q4 		$234K Buy
+5,495
New +$242K 0.19% 111

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Management's NNN Position: Q1 2018 in Review

Meridian Wealth Management sold out of NNN REIT (NNN) in Q1 2018, closing a stake of 6,052 shares — an estimated $252K sold.

Meridian Wealth Management first reported a position in NNN in Q4 2016 and held it in 5 quarters. The position peaked at $260K in Q1 2017. 326 funds tracked by Wall St. Rank hold NNN as of Q1 2018.

  • Meridian Wealth Management reported no remaining NNN REIT position as of Q1 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 6,052 NNN REIT shares in Q1 2018, an estimated $252K.
  • Meridian Wealth Management first reported a position in NNN REIT in Q4 2016 and held it in 5 quarters.
  • Meridian Wealth Management's NNN REIT position peaked at $260K in Q1 2017.
  • 326 funds tracked by Wall St. Rank held NNN REIT as of Q1 2018.

Based on Meridian Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.