Advocacy Wealth Management Services’s iShares Global REIT ETF REET Stock Holding History

Advocacy Wealth Management Services’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25,227	Closed	-$636K	–	173
2018 Q3	$636K	Buy	25,227 +3,329	+15%	+$86.3K	0.39%	11
2018 Q2	$562K	Hold	21,898	–	–	0.37%	12
2018 Q1	$538K	Hold	21,898	–	–	0.37%	12
2017 Q4	$571K	Hold	21,898	–	–	0.39%	12
2017 Q3	$560K	Buy	+21,898	New	+$563K	0.22%	16

Other funds holding REET

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Advocacy Wealth Management Services's REET Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of iShares Global REIT ETF (REET) in Q4 2018, closing a stake of 25,227 shares — an estimated $636K sold.

Advocacy Wealth Management Services first reported a position in REET in Q3 2017 and held it in 5 quarters. The position peaked at $636K in Q3 2018. 108 funds tracked by Wall St. Rank hold REET as of Q4 2018.

Advocacy Wealth Management Services reported no remaining iShares Global REIT ETF position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 25,227 iShares Global REIT ETF shares in Q4 2018, an estimated $636K.
Advocacy Wealth Management Services first reported a position in iShares Global REIT ETF in Q3 2017 and held it in 5 quarters.
Advocacy Wealth Management Services's iShares Global REIT ETF position peaked at $636K in Q3 2018.
108 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.