Brown Advisory Securities’s iShares Global REIT ETF REET Stock Holding History

Brown Advisory Securities’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 Q4	–	Sell	-15,670	Closed	-$395K	–	422
2018 Q3	$395K	Hold	15,670	–	–	0.06%	246
2018 Q2	$402K	Buy	+15,670	New	+$392K	0.07%	250

Other funds holding REET

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Brown Advisory Securities's REET Position: Q4 2018 in Review

Brown Advisory Securities sold out of iShares Global REIT ETF (REET) in Q4 2018, closing a stake of 15,670 shares — an estimated $395K sold.

Brown Advisory Securities first reported a position in REET in Q2 2018 and held it in 2 quarters. The position peaked at $402K in Q2 2018. 108 funds tracked by Wall St. Rank hold REET as of Q4 2018.

Brown Advisory Securities reported no remaining iShares Global REIT ETF position as of Q4 2018 after selling out during the quarter.
Brown Advisory Securities sold 15,670 iShares Global REIT ETF shares in Q4 2018, an estimated $395K.
Brown Advisory Securities first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 2 quarters.
Brown Advisory Securities's iShares Global REIT ETF position peaked at $402K in Q2 2018.
108 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2018.

Based on Brown Advisory Securities's 13F filing for Q4 2018, filed 13 Feb 2019.