Envestnet Asset Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Envestnet Asset Management’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,950	Closed	-$283K	–	3671
2021 Q2	$283K	Buy	+2,950	New	+$275K	﹤0.01%	3321
2020 Q3	–	Sell	-14,329	Closed	-$1.02M	–	3103
2020 Q2	$1.02M	Buy	+14,329	New	+$988K	﹤0.01%	1955

Other funds holding BBRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management's BBRE Position: Q3 2021 in Review

Envestnet Asset Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2021, closing a stake of 2,950 shares — an estimated $283K sold.

Envestnet Asset Management first reported a position in BBRE in Q2 2020 and held it in 2 quarters. The position peaked at $1.02M in Q2 2020. 37 funds tracked by Wall St. Rank hold BBRE as of Q3 2021.

Envestnet Asset Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2021 after selling out during the quarter.
Envestnet Asset Management sold 2,950 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2021, an estimated $283K.
Envestnet Asset Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and held it in 2 quarters.
Envestnet Asset Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.02M in Q2 2020.
37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2021.

Based on Envestnet Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.