Winch Advisory Services’s Realty Income O Stock Holding History

Winch Advisory Services’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12	Closed	-$1K	–	404
2019 Q2	$1K	Buy	+12	New	+$820	﹤0.01%	418
2014 Q4	–	Sell	-103	Closed	-$4K	–	139
2014 Q3	$4K	Hold	103	–	–	﹤0.01%	185
2014 Q2	$4K	Buy	+103	New	+$4.3K	﹤0.01%	211

Other funds holding O

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Winch Advisory Services's O Position: Q3 2019 in Review

Winch Advisory Services sold out of Realty Income (O) in Q3 2019, closing a stake of 12 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in O in Q2 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 774 funds tracked by Wall St. Rank hold O as of Q3 2019.

Winch Advisory Services reported no remaining Realty Income position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 12 Realty Income shares in Q3 2019, an estimated $1K.
Winch Advisory Services first reported a position in Realty Income in Q2 2014 and held it in 3 quarters.
Winch Advisory Services's Realty Income position peaked at $4K in Q3 2014.
774 funds tracked by Wall St. Rank held Realty Income as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.