PRW Wealth Management’s NNN REIT NNN Stock Holding History

PRW 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
2019 Q2	–	Sell	-75	Closed	-$4K	–	460
2019 Q1	$4K	Hold	75	–	–	﹤0.01%	424
2018 Q4	$4K	Buy	+75	New	+$3.58K	0.01%	422

Other funds holding NNN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PRW Wealth Management's NNN Position: Q2 2019 in Review

PRW Wealth Management sold out of NNN REIT (NNN) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in NNN in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 381 funds tracked by Wall St. Rank hold NNN as of Q2 2019.

PRW Wealth Management reported no remaining NNN REIT position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 75 NNN REIT shares in Q2 2019, an estimated $4K.
PRW Wealth Management first reported a position in NNN REIT in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's NNN REIT position peaked at $4K in Q1 2019.
381 funds tracked by Wall St. Rank held NNN REIT as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.