PFA
O icon

Paradigm Financial Advisors’s Realty Income O Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-2,041
Closed -$81K – 174
2014
Q1 		$81K Hold
2,041
– – 0.07% 100
2013
Q4 		$74K Buy
+2,041
New +$78.4K 0.07% 112

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paradigm Financial Advisors's O Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Realty Income (O) in Q2 2014, closing a stake of 2,041 shares — an estimated $81K sold.

Paradigm Financial Advisors first reported a position in O in Q4 2013 and held it in 2 quarters. The position peaked at $81K in Q1 2014. 427 funds tracked by Wall St. Rank hold O as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Realty Income position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 2,041 Realty Income shares in Q2 2014, an estimated $81K.
  • Paradigm Financial Advisors first reported a position in Realty Income in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Realty Income position peaked at $81K in Q1 2014.
  • 427 funds tracked by Wall St. Rank held Realty Income as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.