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AT Bancorp’s iShares Global REIT ETF REET Stock Holding History

AT Bancorp’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 		$15.1M Sell
566,788
-80,658
-12% -$2.08M 1.84% 9
2018
Q4 		$15.2M Buy
647,446
+75,036
+13% +$1.85M 2.01% 9
2018
Q3 		$14.4M Buy
572,410
+227,914
+66% +$5.91M 1.56% 11
2018
Q2 		$8.84M Buy
344,496
+75,159
+28% +$1.88M 0.98% 13
2018
Q1 		$6.62M Buy
+269,337
New +$6.68M 0.71% 17

Other funds holding REET

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

AT Bancorp's REET Position: Q1 2019 in Review

AT Bancorp reduced its iShares Global REIT ETF (REET) stake by 12% in Q1 2019, selling an estimated $2.08M and leaving 566,788 shares worth $15.1M. The position accounts for 1.84% of the portfolio, ranked #9.

AT Bancorp first reported a position in REET in Q1 2018 and has held it in 5 quarters since. The position peaked at $15.2M in Q4 2018. 122 funds tracked by Wall St. Rank hold REET as of Q1 2019.

  • AT Bancorp held 566,788 shares of iShares Global REIT ETF worth $15.1M as of Q1 2019.
  • AT Bancorp sold 80,658 iShares Global REIT ETF shares in Q1 2019, an estimated $2.08M.
  • iShares Global REIT ETF made up 1.84% of AT Bancorp's portfolio in Q1 2019, its #9 holding.
  • AT Bancorp first reported a position in iShares Global REIT ETF in Q1 2018 and has held it in 5 quarters since.
  • AT Bancorp's iShares Global REIT ETF position peaked at $15.2M in Q4 2018.
  • 122 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2019.

Based on AT Bancorp's 13F filing for Q1 2019, filed 13 May 2019.