WealthOne’s NNN REIT NNN Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-410	Closed	-$20K	–	384
2018 Q4	$20K	Buy	+410	New	+$19.6K	0.02%	287

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WealthOne's NNN Position: Q1 2019 in Review

WealthOne sold out of NNN REIT (NNN) in Q1 2019, closing a stake of 410 shares — an estimated $20K sold.

WealthOne first reported a position in NNN in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 393 funds tracked by Wall St. Rank hold NNN as of Q1 2019.

WealthOne reported no remaining NNN REIT position as of Q1 2019 after selling out during the quarter.
WealthOne sold 410 NNN REIT shares in Q1 2019, an estimated $20K.
WealthOne first reported a position in NNN REIT in Q4 2018 and held it in 1 quarter.
WealthOne's NNN REIT position peaked at $20K in Q4 2018.
393 funds tracked by Wall St. Rank held NNN REIT as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.