BF
WREI

BOK Financial’s Invesco Wilshire US REIT ETF WREI Stock Holding History

BOK Financial’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
2014
Q4 		– Sell
-14,470
Closed -$580K – 848
2014
Q3 		$580K Hold
14,470
– – 0.02% 548
2014
Q2 		$597K Hold
14,470
– – 0.02% 571
2014
Q1 		$567K Hold
14,470
– – 0.02% 590
2013
Q4 		$517K Buy
+14,470
New +$532K 0.02% 609

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BOK Financial's WREI Position: Q4 2014 in Review

BOK Financial sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2014, closing a stake of 14,470 shares — an estimated $580K sold.

BOK Financial first reported a position in WREI in Q4 2013 and held it in 4 quarters. The position peaked at $597K in Q2 2014. 12 funds tracked by Wall St. Rank hold WREI as of Q4 2014.

  • BOK Financial reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2014 after selling out during the quarter.
  • BOK Financial sold 14,470 Invesco Wilshire US REIT ETF shares in Q4 2014, an estimated $580K.
  • BOK Financial first reported a position in Invesco Wilshire US REIT ETF in Q4 2013 and held it in 4 quarters.
  • BOK Financial's Invesco Wilshire US REIT ETF position peaked at $597K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2014.

Based on BOK Financial's 13F filing for Q4 2014, filed 12 Feb 2015.