First Command Bank’s iShares Global REIT ETF REET Stock Holding History

First Command Bank’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	-1,000	Closed	-$27K	–	406
2019 Q2	$27K	Sell	1,000 -3,735	-79%	-$99.8K	0.01%	254
2019 Q1	$127K	Sell	4,735 -683	-13%	-$17.6K	0.06%	143
2018 Q4	$127K	Buy	5,418 +1,903	+54%	+$46.8K	0.07%	134
2018 Q3	$89K	Buy	3,515 +2,501	+247%	+$64.8K	0.02%	164
2018 Q2	$26K	Buy	+1,014	New	+$25.4K	0.01%	265

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Command Bank's REET Position: Q3 2019 in Review

First Command Bank sold out of iShares Global REIT ETF (REET) in Q3 2019, closing a stake of 1,000 shares — an estimated $27K sold.

First Command Bank first reported a position in REET in Q2 2018 and held it in 5 quarters. The position peaked at $127K in Q1 2019. 144 funds tracked by Wall St. Rank hold REET as of Q3 2019.

First Command Bank reported no remaining iShares Global REIT ETF position as of Q3 2019 after selling out during the quarter.
First Command Bank sold 1,000 iShares Global REIT ETF shares in Q3 2019, an estimated $27K.
First Command Bank first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 5 quarters.
First Command Bank's iShares Global REIT ETF position peaked at $127K in Q1 2019.
144 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2019.

Based on First Command Bank's 13F filing for Q3 2019, filed 15 Oct 2019.