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WFG Advisors’s NNN REIT NNN Stock Holding History

WFG Advisors’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
2017
Q2 		$462K Buy
11,820
+3,362
+40% +$136K 0.1% 209
2017
Q1 		$369K Buy
8,458
+7,784
+1,155% +$344K 0.1% 222
2016
Q4 		$30K Buy
674
+2
+0.3% +$88 0.01% 841
2016
Q3 		$34K Buy
672
+1
+0.1% +$51 0.01% 798
2016
Q2 		$35K Buy
+671
New +$31.1K 0.01% 789
2015
Q2 		– Sell
-54
Closed -$2K – 1759
2015
Q1 		$2K Hold
54
– – ﹤0.01% 1553
2014
Q4 		$2K Buy
54
+1
+2% +$38 ﹤0.01% 1856
2014
Q3 		$2K Buy
+53
New +$1.94K ﹤0.01% 1881
2014
Q1 		– Sell
-770
Closed -$23K – 2151
2013
Q4 		$23K Buy
770
+300
+64% +$9.71K ﹤0.01% 1300
2013
Q3 		$15K Buy
+470
New +$15.7K ﹤0.01% 1378

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 $3.37T AUM 44.26% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's NNN Position: Q2 2017 in Review

WFG Advisors increased its NNN REIT (NNN) stake by 40% in Q2 2017, buying an estimated $136K and bringing the position to 11,820 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #209.

WFG Advisors first reported a position in NNN in Q3 2013 and has held it in 10 quarters since. 322 funds tracked by Wall St. Rank hold NNN as of Q2 2017.

  • WFG Advisors held 11,820 shares of NNN REIT worth $462K as of Q2 2017.
  • WFG Advisors bought 3,362 NNN REIT shares in Q2 2017, an estimated $136K.
  • NNN REIT made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #209 holding.
  • WFG Advisors first reported a position in NNN REIT in Q3 2013 and has held it in 10 quarters since.
  • 322 funds tracked by Wall St. Rank held NNN REIT as of Q2 2017.

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