BHWM
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Bay Harbor Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Bay Harbor Wealth Management’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
2021
Q1 		– Sell
-129
Closed -$3K – 377
2020
Q4 		$3K Buy
+129
New +$2.91K ﹤0.01% 324

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Bay Harbor Wealth Management's REET Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2021, closing a stake of 129 shares — an estimated $3K sold.

Bay Harbor Wealth Management first reported a position in REET in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 203 funds tracked by Wall St. Rank hold REET as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 129 iShares Global REIT ETF shares in Q1 2021, an estimated $3K.
  • Bay Harbor Wealth Management first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's iShares Global REIT ETF position peaked at $3K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.