Pinnacle Advisory Group’s Realty Income O Stock Holding History

Pinnacle Advisory Group’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
2018 Q1	–	Sell	-3,820	Closed	-$211K	–	199
2017 Q4	$211K	Sell	3,820 -2,584	-40%	-$140K	0.01%	189
2017 Q3	$355K	Sell	6,404 -1,606	-20%	-$89.2K	0.02%	148
2017 Q2	$428K	Sell	8,010 -6,472	-45%	-$358K	0.03%	124
2017 Q1	$835K	Buy	+14,482	New	+$839K	0.05%	80

Other funds holding O

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Pinnacle Advisory Group's O Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of Realty Income (O) in Q1 2018, closing a stake of 3,820 shares — an estimated $211K sold.

Pinnacle Advisory Group first reported a position in O in Q1 2017 and held it in 4 quarters. The position peaked at $835K in Q1 2017. 649 funds tracked by Wall St. Rank hold O as of Q1 2018.

Pinnacle Advisory Group reported no remaining Realty Income position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 3,820 Realty Income shares in Q1 2018, an estimated $211K.
Pinnacle Advisory Group first reported a position in Realty Income in Q1 2017 and held it in 4 quarters.
Pinnacle Advisory Group's Realty Income position peaked at $835K in Q1 2017.
649 funds tracked by Wall St. Rank held Realty Income as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.