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US Financial Advisors’s NNN REIT NNN Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-1,663
Closed -$77K – 278
2016
Q1 		$77K Hold
1,663
– – 0.13% 75
2015
Q4 		$67K Hold
1,663
– – 0.06% 121
2015
Q3 		$60K Buy
+1,663
New +$60.3K 0.1% 95

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Financial Advisors's NNN Position: Q2 2016 in Review

US Financial Advisors sold out of NNN REIT (NNN) in Q2 2016, closing a stake of 1,663 shares — an estimated $77K sold.

US Financial Advisors first reported a position in NNN in Q3 2015 and held it in 3 quarters. The position peaked at $77K in Q1 2016. 328 funds tracked by Wall St. Rank hold NNN as of Q2 2016.

  • US Financial Advisors reported no remaining NNN REIT position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,663 NNN REIT shares in Q2 2016, an estimated $77K.
  • US Financial Advisors first reported a position in NNN REIT in Q3 2015 and held it in 3 quarters.
  • US Financial Advisors's NNN REIT position peaked at $77K in Q1 2016.
  • 328 funds tracked by Wall St. Rank held NNN REIT as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.