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Claybrook Capital’s iShares Global REIT ETF REET Stock Holding History

Claybrook Capital’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
Q1 		– Sell
-374
Closed -$9K – 549
2018
Q4 		$9K Buy
+374
New +$9.21K ﹤0.01% 495

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FA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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FI
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SWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CWM
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Claybrook Capital's REET Position: Q1 2019 in Review

Claybrook Capital sold out of iShares Global REIT ETF (REET) in Q1 2019, closing a stake of 374 shares — an estimated $9K sold.

Claybrook Capital first reported a position in REET in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 122 funds tracked by Wall St. Rank hold REET as of Q1 2019.

  • Claybrook Capital reported no remaining iShares Global REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Claybrook Capital sold 374 iShares Global REIT ETF shares in Q1 2019, an estimated $9K.
  • Claybrook Capital first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 1 quarter.
  • Claybrook Capital's iShares Global REIT ETF position peaked at $9K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2019.

Based on Claybrook Capital's 13F filing for Q1 2019, filed 15 May 2019.