Tobias Financial Advisors’s Realty Income O Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-194	Closed	-$13K	–	204
2019 Q4	$13K	Buy	+194	New	+$14.4K	0.01%	176

Other funds holding O

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tobias Financial Advisors's O Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Realty Income (O) in Q1 2020, closing a stake of 194 shares — an estimated $13K sold.

Tobias Financial Advisors first reported a position in O in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 763 funds tracked by Wall St. Rank hold O as of Q1 2020.

Tobias Financial Advisors reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 194 Realty Income shares in Q1 2020, an estimated $13K.
Tobias Financial Advisors first reported a position in Realty Income in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Realty Income position peaked at $13K in Q4 2019.
763 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.