WEC
O icon

Winslow Evans & Crocker’s Realty Income O Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-136
Closed -$10K – 1283
2019
Q1 		$10K Buy
+136
New +$9.01K ﹤0.01% 826
2016
Q4 		– Sell
-175
Closed -$11.4K – 1297
2016
Q3 		$11.4K Hold
175
– – ﹤0.01% 870
2016
Q2 		$11.8K Hold
175
– – ﹤0.01% 832
2016
Q1 		$10.6K Sell
175
-1,775
-91% -$98.8K ﹤0.01% 863
2015
Q4 		$97.6K Buy
1,950
+258
+15% +$12.3K 0.03% 403
2015
Q3 		$77.7K Hold
1,692
– – 0.02% 433
2015
Q2 		$72.8K Hold
1,692
– – 0.02% 483
2015
Q1 		$84.6K Buy
1,692
+619
+58% +$31K 0.02% 451
2014
Q4 		$49.6K Buy
1,073
+124
+13% +$5.5K 0.01% 543
2014
Q3 		$37.5K Sell
949
-207
-18% -$8.83K 0.01% 613
2014
Q2 		$49.8K Hold
1,156
– – 0.02% 502
2014
Q1 		$45.8K Sell
1,156
-51
-4% -$2.02K 0.02% 502
2013
Q4 		$43K Buy
+1,207
New +$46.4K 0.01% 531

Other funds holding O

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winslow Evans & Crocker's O Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Realty Income (O) in Q2 2019, closing a stake of 136 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in O in Q4 2013 and held it in 13 quarters. The position peaked at $97.6K in Q4 2015. 781 funds tracked by Wall St. Rank hold O as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Realty Income position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 136 Realty Income shares in Q2 2019, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in Realty Income in Q4 2013 and held it in 13 quarters.
  • Winslow Evans & Crocker's Realty Income position peaked at $97.6K in Q4 2015.
  • 781 funds tracked by Wall St. Rank held Realty Income as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.