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

Greytown 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
2018 Q3	–	Sell	-10,000	Closed	-$257K	–	79
2018 Q2	$257K	Hold	10,000	–	–	0.12%	64
2018 Q1	$246K	Hold	10,000	–	–	0.12%	64
2017 Q4	$261K	Hold	10,000	–	–	0.13%	62
2017 Q3	$256K	Hold	10,000	–	–	0.15%	61
2017 Q2	$255K	Hold	10,000	–	–	0.21%	60
2017 Q1	$253K	Hold	10,000	–	–	0.22%	58
2016 Q4	$252K	Buy	+10,000	New	+$252K	0.24%	57

Other funds holding REET

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Greytown Advisors's REET Position: Q3 2018 in Review

Greytown Advisors sold out of iShares Global REIT ETF (REET) in Q3 2018, closing a stake of 10,000 shares — an estimated $257K sold.

Greytown Advisors first reported a position in REET in Q4 2016 and held it in 7 quarters. The position peaked at $261K in Q4 2017. 98 funds tracked by Wall St. Rank hold REET as of Q3 2018.

Greytown Advisors reported no remaining iShares Global REIT ETF position as of Q3 2018 after selling out during the quarter.
Greytown Advisors sold 10,000 iShares Global REIT ETF shares in Q3 2018, an estimated $257K.
Greytown Advisors first reported a position in iShares Global REIT ETF in Q4 2016 and held it in 7 quarters.
Greytown Advisors's iShares Global REIT ETF position peaked at $261K in Q4 2017.
98 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2018.

Based on Greytown Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.