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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 		$57 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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return