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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

JMPWA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BB&T Securities's REET Position: Q3 2019 in Review

BB&T Securities increased its iShares Global REIT ETF (REET) stake by 11% in Q3 2019, buying an estimated $191K and bringing the position to 70,711 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #578.

BB&T Securities first reported a position in REET in Q2 2016 and has held it in 14 quarters since. 144 funds tracked by Wall St. Rank hold REET as of Q3 2019.

BB&T Securities held 70,711 shares of iShares Global REIT ETF worth $1.99M as of Q3 2019.
BB&T Securities bought 6,981 iShares Global REIT ETF shares in Q3 2019, an estimated $191K.
iShares Global REIT ETF made up 0.02% of BB&T Securities's portfolio in Q3 2019, its #578 holding.
BB&T Securities first reported a position in iShares Global REIT ETF in Q2 2016 and has held it in 14 quarters since.
144 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.