WA
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Winfield Associates’s NNN REIT NNN Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-75
Closed -$4K – 460
2017
Q4 		$4K Hold
75
– – ﹤0.01% 560
2017
Q3 		$3K Buy
+75
New +$3.06K ﹤0.01% 560
2017
Q2 		– Sell
-30
Closed -$1K – 897
2017
Q1 		$1K Hold
30
– – ﹤0.01% 685
2016
Q4 		$1K Sell
30
-60
-67% -$2.65K ﹤0.01% 651
2016
Q3 		$5K Hold
90
– – ﹤0.01% 411
2016
Q2 		$5K Hold
90
– – ﹤0.01% 403
2016
Q1 		$4K Buy
+90
New +$3.91K ﹤0.01% 408

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return