WCM
O icon

WealthBridge Capital Management’s Realty Income O Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-12
Closed -$1K – 621
2019
Q1 		$1K Hold
12
– – ﹤0.01% 914
2018
Q4 		$1K Buy
+12
New +$717 ﹤0.01% 881

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthBridge Capital Management's O Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Realty Income (O) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in O in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 781 funds tracked by Wall St. Rank hold O as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Realty Income position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 12 Realty Income shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in Realty Income in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Realty Income position peaked at $1K in Q1 2019.
  • 781 funds tracked by Wall St. Rank held Realty Income as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.