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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return