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WFG Advisors’s Global Net Lease GNL Stock Holding History

WFG Advisors’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$2.07M Buy
93,022
+13,516
+17% +$310K 0.47% 50
2017
Q1 		$1.92M Sell
79,506
-14,115
-15% -$335K 0.51% 44
2016
Q4 		$2.2M Buy
93,621
+356
+0.4% +$8.15K 0.54% 37
2016
Q3 		$2.28M Buy
93,265
+6,999
+8% +$175K 0.57% 33
2016
Q2 		$2.06M Buy
86,266
+4,641
+6% +$117K 0.55% 38
2016
Q1 		$2.1M Buy
81,625
+2,398
+3% +$54.7K 0.61% 30
2015
Q4 		$1.89M Sell
79,227
-1,895
-2% -$50.4K 0.57% 33
2015
Q3 		$2.24M Buy
81,122
+77,258
+1,999% +$1.98M 0.7% 26
2015
Q2 		$102K Buy
+3,864
New +$105K 0.03% 523

Other funds holding GNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WFG Advisors's GNL Position: Q2 2017 in Review

WFG Advisors increased its Global Net Lease (GNL) stake by 17% in Q2 2017, buying an estimated $310K and bringing the position to 93,022 shares worth $2.07M. The position accounts for 0.47% of the portfolio, ranked #50.

WFG Advisors first reported a position in GNL in Q2 2015 and has held it in 9 quarters since. The position peaked at $2.28M in Q3 2016. 132 funds tracked by Wall St. Rank hold GNL as of Q2 2017.

  • WFG Advisors held 93,022 shares of Global Net Lease worth $2.07M as of Q2 2017.
  • WFG Advisors bought 13,516 Global Net Lease shares in Q2 2017, an estimated $310K.
  • Global Net Lease made up 0.47% of WFG Advisors's portfolio in Q2 2017, its #50 holding.
  • WFG Advisors first reported a position in Global Net Lease in Q2 2015 and has held it in 9 quarters since.
  • WFG Advisors's Global Net Lease position peaked at $2.28M in Q3 2016.
  • 132 funds tracked by Wall St. Rank held Global Net Lease as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.