BHTS
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Bar Harbor Trust Services’s iShares Global REIT ETF REET Stock Holding History

Bar Harbor Trust 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
2020
Q3 		– Sell
-12,913
Closed -$270K – 121
2020
Q2 		$270K Sell
12,913
-12,904
-50% -$261K 0.12% 99
2020
Q1 		$495K Sell
25,817
-7,484
-22% -$191K 0.35% 54
2019
Q4 		$919K Buy
+33,301
New +$934K 0.37% 54

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M&T Bank
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Bar Harbor Trust Services's REET Position: Q3 2020 in Review

Bar Harbor Trust Services sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 12,913 shares — an estimated $270K sold.

Bar Harbor Trust Services first reported a position in REET in Q4 2019 and held it in 3 quarters. The position peaked at $919K in Q4 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

  • Bar Harbor Trust Services reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Bar Harbor Trust Services sold 12,913 iShares Global REIT ETF shares in Q3 2020, an estimated $270K.
  • Bar Harbor Trust Services first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 3 quarters.
  • Bar Harbor Trust Services's iShares Global REIT ETF position peaked at $919K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Bar Harbor Trust Services's 13F filing for Q3 2020, filed 2 Nov 2020.