PCS
O icon

Personal CFO Solutions’s Realty Income O Stock Holding History

Personal CFO Solutions’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
2020
Q1 		– Sell
-3,268
Closed -$233K – 341
2019
Q4 		$233K Buy
3,268
+3
+0.1% +$223 0.07% 281
2019
Q3 		$243K Buy
+3,265
New +$229K 0.1% 241

Other funds holding O

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Personal CFO Solutions's O Position: Q1 2020 in Review

Personal CFO Solutions sold out of Realty Income (O) in Q1 2020, closing a stake of 3,268 shares — an estimated $233K sold.

Personal CFO Solutions first reported a position in O in Q3 2019 and held it in 2 quarters. The position peaked at $243K in Q3 2019. 763 funds tracked by Wall St. Rank hold O as of Q1 2020.

  • Personal CFO Solutions reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 3,268 Realty Income shares in Q1 2020, an estimated $233K.
  • Personal CFO Solutions first reported a position in Realty Income in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Realty Income position peaked at $243K in Q3 2019.
  • 763 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.