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Wealthfront’s NNN REIT NNN Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-764
Closed -$28K – 784
2015
Q3 		$28K Buy
764
+447
+141% +$16.2K ﹤0.01% 647
2015
Q2 		$11K Buy
317
+103
+48% +$3.95K ﹤0.01% 804
2015
Q1 		$9K Buy
214
+212
+10,600% +$8.79K ﹤0.01% 658
2014
Q4 		$0 Buy
+2
New +$76 ﹤0.01% 880

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront's NNN Position: Q4 2015 in Review

Wealthfront sold out of NNN REIT (NNN) in Q4 2015, closing a stake of 764 shares — an estimated $28K sold.

Wealthfront first reported a position in NNN in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q3 2015. 307 funds tracked by Wall St. Rank hold NNN as of Q4 2015.

  • Wealthfront reported no remaining NNN REIT position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 764 NNN REIT shares in Q4 2015, an estimated $28K.
  • Wealthfront first reported a position in NNN REIT in Q4 2014 and held it in 4 quarters.
  • Wealthfront's NNN REIT position peaked at $28K in Q3 2015.
  • 307 funds tracked by Wall St. Rank held NNN REIT as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.