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BOK Financial Private Wealth’s iShares Global REIT ETF REET Stock Holding History

BOK Financial Private Wealth’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
2020
Q2 		– Sell
-48,567
Closed -$930K – 189
2020
Q1 		$930K Buy
48,567
+12,947
+36% +$330K 0.11% 103
2019
Q4 		$984K Sell
35,620
-36,892
-51% -$1.04M 0.08% 103
2019
Q3 		$2.04M Buy
72,512
+4,598
+7% +$126K 0.28% 32
2019
Q2 		$1.81M Buy
67,914
+875
+1% +$23.4K 0.26% 36
2019
Q1 		$1.79M Buy
67,039
+36,312
+118% +$935K 0.24% 33
2018
Q4 		$720K Buy
+30,727
New +$756K 0.1% 56

Other funds holding REET

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

BOK Financial Private Wealth's REET Position: Q2 2020 in Review

BOK Financial Private Wealth sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 48,567 shares — an estimated $930K sold.

BOK Financial Private Wealth first reported a position in REET in Q4 2018 and held it in 6 quarters. The position peaked at $2.04M in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

  • BOK Financial Private Wealth reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
  • BOK Financial Private Wealth sold 48,567 iShares Global REIT ETF shares in Q2 2020, an estimated $930K.
  • BOK Financial Private Wealth first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 6 quarters.
  • BOK Financial Private Wealth's iShares Global REIT ETF position peaked at $2.04M in Q3 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on BOK Financial Private Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.