BFEC
WREI

Benjamin F. Edwards & Company’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Benjamin F. Edwards & Company’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-47
Closed -$2K – 876
2013
Q2 		$2K Buy
+47
New +$1.88K ﹤0.01% 753

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Benjamin F. Edwards & Company's WREI Position: Q3 2013 in Review

Benjamin F. Edwards & Company sold out of Invesco Wilshire US REIT ETF (WREI) in Q3 2013, closing a stake of 47 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in WREI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 8 funds tracked by Wall St. Rank hold WREI as of Q3 2013.

  • Benjamin F. Edwards & Company reported no remaining Invesco Wilshire US REIT ETF position as of Q3 2013 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 47 Invesco Wilshire US REIT ETF shares in Q3 2013, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Invesco Wilshire US REIT ETF in Q2 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Invesco Wilshire US REIT ETF position peaked at $2K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q3 2013.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2013, filed 7 Nov 2013.