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Wealthcare Capital Management’s NNN REIT NNN Stock Holding History

Wealthcare Capital Management’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
2020
Q1 		– Sell
-39
Closed -$2K – 511
2019
Q4 		$2K Buy
+39
New +$2.17K ﹤0.01% 521
2015
Q2 		– Sell
-26
Closed -$1K – 707
2015
Q1 		$1K Buy
+26
New +$1.08K ﹤0.01% 873

Other funds holding NNN

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealthcare Capital Management's NNN Position: Q1 2020 in Review

Wealthcare Capital Management sold out of NNN REIT (NNN) in Q1 2020, closing a stake of 39 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in NNN in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 378 funds tracked by Wall St. Rank hold NNN as of Q1 2020.

  • Wealthcare Capital Management reported no remaining NNN REIT position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 39 NNN REIT shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in NNN REIT in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's NNN REIT position peaked at $2K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held NNN REIT as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.