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Concert Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-5
Closed – – 829
2016
Q3 		$0 Buy
+5
New +$139 ﹤0.01% 1034

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Concert Wealth Management's REET Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2016, closing a stake of 5 shares.

Concert Wealth Management first reported a position in REET in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 35 funds tracked by Wall St. Rank hold REET as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5 iShares Global REIT ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in iShares Global REIT ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Global REIT ETF position peaked at $0 in Q3 2016.
  • 35 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.