Cascadia Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$420K	Buy	+15,222	New	+$427K	0.12%	147

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

CWM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cascadia Advisory Services's REET Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares Global REIT ETF (REET) in Q4 2019: 15,222 shares worth $420K. The stake represents 0.12% of the portfolio and ranks #147 among its holdings.

169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

Cascadia Advisory Services held 15,222 shares of iShares Global REIT ETF worth $420K as of Q4 2019.
iShares Global REIT ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares Global REIT ETF made up 0.12% of Cascadia Advisory Services's portfolio in Q4 2019, its #147 holding.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.