Benjamin F. Edwards & Company’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-277	Closed	-$20K	–	1600
2020 Q3	$20K	Hold	277	–	–	﹤0.01%	1109
2020 Q2	$20K	Buy	277 +3	+1%	+$207	﹤0.01%	1114
2020 Q1	$18K	Buy	+274	New	+$22.8K	﹤0.01%	1101

Other funds holding BBRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Benjamin F. Edwards & Company's BBRE Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2020, closing a stake of 277 shares — an estimated $20K sold.

Benjamin F. Edwards & Company first reported a position in BBRE in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q3 2020. 24 funds tracked by Wall St. Rank hold BBRE as of Q4 2020.

Benjamin F. Edwards & Company reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 277 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2020, an estimated $20K.
Benjamin F. Edwards & Company first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2020 and held it in 3 quarters.
Benjamin F. Edwards & Company's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $20K in Q3 2020.
24 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.