CA
WREI

Cetera Advisors’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Cetera Advisors’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
2015
Q3 		– Sell
-26,885
Closed -$1.13M – 762
2015
Q2 		$1.13M Buy
26,885
+182
+0.7% +$8.19K 0.1% 229
2015
Q1 		$1.27M Buy
26,703
+1,815
+7% +$86.3K 0.12% 205
2014
Q4 		$1.15M Buy
24,888
+21
+0.1% +$921 0.11% 211
2014
Q3 		$992K Buy
24,867
+352
+1% +$14.8K 0.08% 220
2014
Q2 		$1.01M Buy
24,515
+332
+1% +$13.5K 0.11% 215
2014
Q1 		$948K Buy
24,183
+411
+2% +$15.5K 0.13% 185
2013
Q4 		$845K Buy
23,772
+127
+0.5% +$4.67K 0.12% 188
2013
Q3 		$856K Buy
23,645
+848
+4% +$31.7K 0.15% 161
2013
Q2 		$873K Buy
+22,797
New +$909K 0.18% 149

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Cetera Advisors's WREI Position: Q3 2015 in Review

Cetera Advisors sold out of Invesco Wilshire US REIT ETF (WREI) in Q3 2015, closing a stake of 26,885 shares — an estimated $1.13M sold.

Cetera Advisors first reported a position in WREI in Q2 2013 and held it in 9 quarters. The position peaked at $1.27M in Q1 2015. 9 funds tracked by Wall St. Rank hold WREI as of Q3 2015.

  • Cetera Advisors reported no remaining Invesco Wilshire US REIT ETF position as of Q3 2015 after selling out during the quarter.
  • Cetera Advisors sold 26,885 Invesco Wilshire US REIT ETF shares in Q3 2015, an estimated $1.13M.
  • Cetera Advisors first reported a position in Invesco Wilshire US REIT ETF in Q2 2013 and held it in 9 quarters.
  • Cetera Advisors's Invesco Wilshire US REIT ETF position peaked at $1.27M in Q1 2015.
  • 9 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q3 2015.

Based on Cetera Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.