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FDx Advisors’s iShares Global REIT ETF REET Stock Holding History

FDx 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
2019
Q3 		– Sell
-883,088
Closed -$23.6M – 759
2019
Q2 		$23.6M Sell
883,088
-695,322
-44% -$18.6M 0.92% 26
2019
Q1 		$42.2M Buy
+1,578,410
New +$40.6M 1.71% 14
2018
Q4 		– Sell
-1,456,848
Closed -$36.7M – 753
2018
Q3 		$36.7M Buy
1,456,848
+63,973
+5% +$1.66M 1.36% 18
2018
Q2 		$35.7M Buy
1,392,875
+142,099
+11% +$3.56M 1.29% 18
2018
Q1 		$30.7M Buy
1,250,776
+120,456
+11% +$2.99M 0.92% 20
2017
Q4 		$29.5M Buy
+1,130,320
New +$29.2M 0.8% 23

Other funds holding REET

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FDx Advisors's REET Position: Q3 2019 in Review

FDx Advisors sold out of iShares Global REIT ETF (REET) in Q3 2019, closing a stake of 883,088 shares — an estimated $23.6M sold.

FDx Advisors first reported a position in REET in Q4 2017 and held it in 6 quarters. The position peaked at $42.2M in Q1 2019. 144 funds tracked by Wall St. Rank hold REET as of Q3 2019.

  • FDx Advisors reported no remaining iShares Global REIT ETF position as of Q3 2019 after selling out during the quarter.
  • FDx Advisors sold 883,088 iShares Global REIT ETF shares in Q3 2019, an estimated $23.6M.
  • FDx Advisors first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 6 quarters.
  • FDx Advisors's iShares Global REIT ETF position peaked at $42.2M in Q1 2019.
  • 144 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.