Outlook Wealth Advisors’s Realty Income O Stock Holding History

Outlook Wealth Advisors’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
2019 Q1	–	Sell	-5,191	Closed	-$317K	–	169
2018 Q4	$317K	Buy	+5,191	New	+$310K	0.14%	147

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Outlook Wealth Advisors's O Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of Realty Income (O) in Q1 2019, closing a stake of 5,191 shares — an estimated $317K sold.

Outlook Wealth Advisors first reported a position in O in Q4 2018 and held it in 1 quarter. The position peaked at $317K in Q4 2018. 776 funds tracked by Wall St. Rank hold O as of Q1 2019.

Outlook Wealth Advisors reported no remaining Realty Income position as of Q1 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 5,191 Realty Income shares in Q1 2019, an estimated $317K.
Outlook Wealth Advisors first reported a position in Realty Income in Q4 2018 and held it in 1 quarter.
Outlook Wealth Advisors's Realty Income position peaked at $317K in Q4 2018.
776 funds tracked by Wall St. Rank held Realty Income as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.