Clearwater Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Clearwater Capital Advisors’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
2018 Q2	–	Sell	-413	Closed	-$10K	–	472
2018 Q1	$10K	Buy	+413	New	+$10.2K	﹤0.01%	482

Other funds holding REET

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearwater Capital Advisors's REET Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares Global REIT ETF (REET) in Q2 2018, closing a stake of 413 shares — an estimated $10K sold.

Clearwater Capital Advisors first reported a position in REET in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 81 funds tracked by Wall St. Rank hold REET as of Q2 2018.

Clearwater Capital Advisors reported no remaining iShares Global REIT ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 413 iShares Global REIT ETF shares in Q2 2018, an estimated $10K.
Clearwater Capital Advisors first reported a position in iShares Global REIT ETF in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's iShares Global REIT ETF position peaked at $10K in Q1 2018.
81 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.