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

Cornerstone 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
2019 Q4	–	Sell	-9,003	Closed	-$253K	–	366
2019 Q3	$253K	Sell	9,003 -877	-9%	-$24K	0.04%	293
2019 Q2	$265K	Sell	9,880 -1,668	-14%	-$44.6K	0.05%	299
2019 Q1	$428K	Buy	+11,548	New	+$297K	0.05%	292
2018 Q4	–	Sell	-68,422	Closed	-$2.68M	–	959
2018 Q3	$2.68M	Sell	68,422 -88,987	-57%	-$2.31M	0.03%	424
2018 Q2	$6.17M	Buy	+157,409	New	+$3.94M	0.07%	274

Other funds holding REET

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Management's REET Position: Q4 2019 in Review

Cornerstone Wealth Management sold out of iShares Global REIT ETF (REET) in Q4 2019, closing a stake of 9,003 shares — an estimated $253K sold.

Cornerstone Wealth Management first reported a position in REET in Q2 2018 and held it in 5 quarters. The position peaked at $6.17M in Q2 2018. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

Cornerstone Wealth Management reported no remaining iShares Global REIT ETF position as of Q4 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 9,003 iShares Global REIT ETF shares in Q4 2019, an estimated $253K.
Cornerstone Wealth Management first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 5 quarters.
Cornerstone Wealth Management's iShares Global REIT ETF position peaked at $6.17M in Q2 2018.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Cornerstone Wealth Management's 13F filing for Q4 2019, filed 20 Feb 2020.