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Beaumont Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Beaumont Financial Advisors’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
2018
Q3 		– Sell
-9,354
Closed -$240K – 240
2018
Q2 		$240K Buy
+9,354
New +$234K 0.03% 181

Other funds holding REET

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Beaumont Financial Advisors's REET Position: Q3 2018 in Review

Beaumont Financial Advisors sold out of iShares Global REIT ETF (REET) in Q3 2018, closing a stake of 9,354 shares — an estimated $240K sold.

Beaumont Financial Advisors first reported a position in REET in Q2 2018 and held it in 1 quarter. The position peaked at $240K in Q2 2018. 97 funds tracked by Wall St. Rank hold REET as of Q3 2018.

  • Beaumont Financial Advisors reported no remaining iShares Global REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Beaumont Financial Advisors sold 9,354 iShares Global REIT ETF shares in Q3 2018, an estimated $240K.
  • Beaumont Financial Advisors first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares Global REIT ETF position peaked at $240K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2018.

Based on Beaumont Financial Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.