BSW
ROOF

Buckingham Strategic Wealth’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Buckingham Strategic Wealth’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-18,982
Closed -$333K – 586
2020
Q3 		$333K Buy
+18,982
New +$344K 0.03% 342

Other funds holding ROOF

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buckingham Strategic Wealth's ROOF Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q4 2020, closing a stake of 18,982 shares — an estimated $333K sold.

Buckingham Strategic Wealth first reported a position in ROOF in Q3 2020 and held it in 1 quarter. The position peaked at $333K in Q3 2020. 27 funds tracked by Wall St. Rank hold ROOF as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 18,982 NYLI CBRE NextGen Real Estate ETF shares in Q4 2020, an estimated $333K.
  • Buckingham Strategic Wealth first reported a position in NYLI CBRE NextGen Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's NYLI CBRE NextGen Real Estate ETF position peaked at $333K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.