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Anchor Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Anchor Capital Advisors’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
2019
Q1 		– Sell
-17,520
Closed -$410K – 274
2018
Q4 		$410K Buy
17,520
+1,800
+11% +$44.3K 0.02% 224
2018
Q3 		$396K Hold
15,720
– – 0.01% 231
2018
Q2 		$403K Sell
15,720
-1,675
-10% -$41.9K 0.01% 234
2018
Q1 		$427K Sell
17,395
-6,135
-26% -$152K 0.01% 254
2017
Q4 		$614K Buy
+23,530
New +$607K 0.02% 202

Other funds holding REET

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Anchor Capital Advisors's REET Position: Q1 2019 in Review

Anchor Capital Advisors sold out of iShares Global REIT ETF (REET) in Q1 2019, closing a stake of 17,520 shares — an estimated $410K sold.

Anchor Capital Advisors first reported a position in REET in Q4 2017 and held it in 5 quarters. The position peaked at $614K in Q4 2017. 122 funds tracked by Wall St. Rank hold REET as of Q1 2019.

  • Anchor Capital Advisors reported no remaining iShares Global REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Anchor Capital Advisors sold 17,520 iShares Global REIT ETF shares in Q1 2019, an estimated $410K.
  • Anchor Capital Advisors first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 5 quarters.
  • Anchor Capital Advisors's iShares Global REIT ETF position peaked at $614K in Q4 2017.
  • 122 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2019.

Based on Anchor Capital Advisors's 13F filing for Q1 2019, filed 9 May 2019.