DWM
WPS

Doyle Wealth Management’s iShares International Developed Property ETF WPS Stock Holding History

Doyle Wealth Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-81
Closed -$3K – 803
2019
Q2 		$3K Buy
+81
New +$3.09K ﹤0.01% 781
2019
Q1 		– Sell
-81
Closed -$3K – 795
2018
Q4 		$3K Buy
+81
New +$2.88K ﹤0.01% 782

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Doyle Wealth Management's WPS Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares International Developed Property ETF (WPS) in Q3 2019, closing a stake of 81 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in WPS in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 52 funds tracked by Wall St. Rank hold WPS as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares International Developed Property ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 81 iShares International Developed Property ETF shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in iShares International Developed Property ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares International Developed Property ETF position peaked at $3K in Q2 2019.
  • 52 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.