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Sargent Bickham Lagudis’s NNN REIT NNN Stock Holding History

Sargent Bickham Lagudis’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
2017
Q4 		– Sell
-472
Closed -$20K – 817
2017
Q3 		$20K Sell
472
-640
-58% -$26.2K ﹤0.01% 501
2017
Q2 		$43K Hold
1,112
– – 0.01% 381
2017
Q1 		$49K Hold
1,112
– – 0.01% 362
2016
Q4 		$49K Hold
1,112
– – 0.01% 340
2016
Q3 		$57K Sell
1,112
-290
-21% -$14.8K 0.01% 325
2016
Q2 		$73K Buy
1,402
+640
+84% +$29.7K 0.01% 294
2016
Q1 		$35K Buy
+762
New +$33.1K 0.01% 413

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sargent Bickham Lagudis's NNN Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of NNN REIT (NNN) in Q4 2017, closing a stake of 472 shares — an estimated $20K sold.

Sargent Bickham Lagudis first reported a position in NNN in Q1 2016 and held it in 7 quarters. The position peaked at $73K in Q2 2016. 339 funds tracked by Wall St. Rank hold NNN as of Q4 2017.

  • Sargent Bickham Lagudis reported no remaining NNN REIT position as of Q4 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 472 NNN REIT shares in Q4 2017, an estimated $20K.
  • Sargent Bickham Lagudis first reported a position in NNN REIT in Q1 2016 and held it in 7 quarters.
  • Sargent Bickham Lagudis's NNN REIT position peaked at $73K in Q2 2016.
  • 339 funds tracked by Wall St. Rank held NNN REIT as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.