Cypress Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Cypress Wealth 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
2016 Q2	–	Sell	-33,487	Closed	-$886K	–	202
2016 Q1	$886K	Hold	33,487	–	–	0.41%	48
2015 Q4	$846K	Hold	33,487	–	–	0.43%	51
2015 Q3	$808K	Hold	33,487	–	–	0.44%	52
2015 Q2	$818K	Buy	+33,487	New	+$866K	0.48%	56

Other funds holding REET

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cypress Wealth Advisors's REET Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q2 2016, closing a stake of 33,487 shares — an estimated $886K sold.

Cypress Wealth Advisors first reported a position in REET in Q2 2015 and held it in 4 quarters. The position peaked at $886K in Q1 2016. 25 funds tracked by Wall St. Rank hold REET as of Q2 2016.

Cypress Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q2 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 33,487 iShares Global REIT ETF shares in Q2 2016, an estimated $886K.
Cypress Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2015 and held it in 4 quarters.
Cypress Wealth Advisors's iShares Global REIT ETF position peaked at $886K in Q1 2016.
25 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.