AII
WREI

AGF Investments Inc’s Invesco Wilshire US REIT ETF WREI Stock Holding History

AGF Investments Inc’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-24,985
Closed -$1.18M – 385
2017
Q2 		$1.18M Sell
24,985
-2,600
-9% -$122K 0.01% 272
2017
Q1 		$1.28M Sell
27,585
-3,023
-10% -$142K 0.01% 283
2016
Q4 		$1.43M Sell
30,608
-4,202
-12% -$194K 0.02% 279
2016
Q3 		$1.7M Sell
34,810
-2,360
-6% -$119K 0.02% 271
2016
Q2 		$1.85M Sell
37,170
-1,328
-3% -$63.2K 0.02% 275
2016
Q1 		$1.83M Sell
38,498
-37,227
-49% -$1.65M 0.02% 269
2015
Q4 		$3.47M Buy
75,725
+21,769
+40% +$983K 0.04% 234
2015
Q3 		$2.33M Sell
53,956
-30,505
-36% -$1.33M 0.03% 262
2015
Q2 		$3.56M Sell
84,461
-2,785
-3% -$125K 0.04% 255
2015
Q1 		$4.13M Sell
87,246
-9,554
-10% -$454K 0.04% 236
2014
Q4 		$4.48M Sell
96,800
-6,300
-6% -$276K 0.05% 230
2014
Q3 		$4.14M Sell
103,100
-3,300
-3% -$138K 0.04% 252
2014
Q2 		$4.39M Sell
106,400
-7,300
-6% -$297K 0.04% 249
2014
Q1 		$4.45M Sell
113,700
-11,300
-9% -$425K 0.05% 251
2013
Q4 		$4.47M Sell
125,000
-86,300
-41% -$3.17M 0.05% 258
2013
Q3 		$7.7M Buy
211,300
+4,200
+2% +$157K 0.09% 190
2013
Q2 		$7.89M Buy
+207,100
New +$8.26M 0.09% 185

Other funds holding WREI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AGF Investments Inc's WREI Position: Q3 2017 in Review

AGF Investments Inc sold out of Invesco Wilshire US REIT ETF (WREI) in Q3 2017, closing a stake of 24,985 shares — an estimated $1.18M sold.

AGF Investments Inc first reported a position in WREI in Q2 2013 and held it in 17 quarters. The position peaked at $7.89M in Q2 2013. 11 funds tracked by Wall St. Rank hold WREI as of Q3 2017.

  • AGF Investments Inc reported no remaining Invesco Wilshire US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • AGF Investments Inc sold 24,985 Invesco Wilshire US REIT ETF shares in Q3 2017, an estimated $1.18M.
  • AGF Investments Inc first reported a position in Invesco Wilshire US REIT ETF in Q2 2013 and held it in 17 quarters.
  • AGF Investments Inc's Invesco Wilshire US REIT ETF position peaked at $7.89M in Q2 2013.
  • 11 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q3 2017.

Based on AGF Investments Inc's 13F filing for Q3 2017, filed 9 Nov 2017.