BB&T Securities’s iShares Global REIT ETF REET Stock Holding History

BB&T Securities’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 Q3	$1.99M	Buy	70,711 +6,981	+11%	+$191K	0.02%	578
2019 Q2	$1.7M	Buy	63,730 +1,516	+2%	+$40.5K	0.02%	635
2019 Q1	$1.66M	Buy	62,214 +179	+0.3%	+$4.61K	0.02%	639
2018 Q4	$1.45M	Sell	62,035 -16,738	-21%	-$412K	0.02%	618
2018 Q3	$1.99M	Buy	78,773 +1,959	+3%	+$50.8K	0.02%	614
2018 Q2	$1.97M	Buy	76,814 +4,917	+7%	+$123K	0.02%	607
2018 Q1	$1.76M	Buy	71,897 +9,725	+16%	+$241K	0.02%	611
2017 Q4	$1.62M	Buy	62,172 +9,216	+17%	+$238K	0.02%	600
2017 Q3	$1.35M	Buy	52,956 +6,963	+15%	+$179K	0.02%	646
2017 Q2	$1.17M	Buy	45,993 +14,398	+46%	+$369K	0.02%	678
2017 Q1	$800K	Buy	31,595 +6,124	+24%	+$155K	0.01%	740
2016 Q4	$693K	Hold	25,471	–	–	0.01%	720
2016 Q3	$693K	Buy	25,471 +13,628	+115%	+$379K	0.01%	723
2016 Q2	$325K	Buy	+11,843	New	+$315K	0.01%	959

Other funds holding REET

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return