SIG
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Stanford Investment Group’s Realty Income O Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-464
Closed -$26K – 191
2016
Q4 		$26K Hold
464
– – 0.01% 218
2016
Q3 		$30K Hold
464
– – 0.01% 211
2016
Q2 		$31K Hold
464
– – 0.02% 198
2016
Q1 		$28K Sell
464
-362
-44% -$20.1K 0.02% 202
2015
Q4 		$41K Hold
826
– – 0.02% 140
2015
Q3 		$38K Hold
826
– – 0.03% 141
2015
Q2 		$36K Hold
826
– – 0.03% 161
2015
Q1 		$41K Hold
826
– – 0.03% 151
2014
Q4 		$38K Buy
+826
New +$36.6K 0.03% 160

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 $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stanford Investment Group's O Position: Q1 2017 in Review

Stanford Investment Group sold out of Realty Income (O) in Q1 2017, closing a stake of 464 shares — an estimated $26K sold.

Stanford Investment Group first reported a position in O in Q4 2014 and held it in 9 quarters. The position peaked at $41K in Q4 2015. 603 funds tracked by Wall St. Rank hold O as of Q1 2017.

  • Stanford Investment Group reported no remaining Realty Income position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 464 Realty Income shares in Q1 2017, an estimated $26K.
  • Stanford Investment Group first reported a position in Realty Income in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Realty Income position peaked at $41K in Q4 2015.
  • 603 funds tracked by Wall St. Rank held Realty Income as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.