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CFM Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-558
Closed -$11K – 393
2020
Q2 		$11K Hold
558
– – ﹤0.01% 391
2020
Q1 		$11K Hold
558
– – 0.01% 427
2019
Q4 		$16K Buy
+558
New +$15.7K 0.01% 377

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Citigroup
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Jones Financial Companies
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

CFM Wealth Partners's REET Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 558 shares — an estimated $11K sold.

CFM Wealth Partners first reported a position in REET in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 558 iShares Global REIT ETF shares in Q3 2020, an estimated $11K.
  • CFM Wealth Partners first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares Global REIT ETF position peaked at $16K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.