SEIA
O icon

Signature Estate & Investment Advisors’s Realty Income O Stock Holding History

Signature Estate & Investment Advisors’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
2017
Q2 		– Sell
-2,496
Closed -$144K – 171
2017
Q1 		$144K Buy
+2,496
New +$145K 0.02% 156

Other funds holding O

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Estate & Investment Advisors's O Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of Realty Income (O) in Q2 2017, closing a stake of 2,496 shares — an estimated $144K sold.

Signature Estate & Investment Advisors first reported a position in O in Q1 2017 and held it in 1 quarter. The position peaked at $144K in Q1 2017. 600 funds tracked by Wall St. Rank hold O as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining Realty Income position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,496 Realty Income shares in Q2 2017, an estimated $144K.
  • Signature Estate & Investment Advisors first reported a position in Realty Income in Q1 2017 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Realty Income position peaked at $144K in Q1 2017.
  • 600 funds tracked by Wall St. Rank held Realty Income as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.