WealthTrust-Arizona’s Agree Realty ADC Stock Holding History

WealthTrust-Arizona’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$1K	Buy	20 +10	+100%	+$572	﹤0.01%	598
2018 Q3	$1K	Buy	+10	New	+$544	﹤0.01%	633

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthTrust-Arizona's ADC Position: Q4 2018 in Review

WealthTrust-Arizona increased its Agree Realty (ADC) stake by 100% in Q4 2018, buying an estimated $572 and bringing the position to 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

WealthTrust-Arizona first reported a position in ADC in Q3 2018 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold ADC as of Q4 2018.

WealthTrust-Arizona held 20 shares of Agree Realty worth $1K as of Q4 2018.
WealthTrust-Arizona bought 10 Agree Realty shares in Q4 2018, an estimated $572.
Agree Realty made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #598 holding.
WealthTrust-Arizona first reported a position in Agree Realty in Q3 2018 and has held it in 2 quarters since.
245 funds tracked by Wall St. Rank held Agree Realty as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.