GWA
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Guidant Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Guidant Wealth 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 		$81K Hold
2,900
– – 0.03% 149
2019
Q2 		$77K Hold
2,900
– – 0.03% 154
2019
Q1 		$77K Hold
2,900
– – 0.03% 158
2018
Q4 		$67K Buy
+2,900
New +$71.4K 0.03% 111

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

Guidant Wealth Advisors's REET Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Global REIT ETF (REET) position steady in Q3 2019 at 2,900 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #149.

Guidant Wealth Advisors first reported a position in REET in Q4 2018 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold REET as of Q3 2019.

  • Guidant Wealth Advisors held 2,900 shares of iShares Global REIT ETF worth $81K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares Global REIT ETF share count unchanged in Q3 2019.
  • iShares Global REIT ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #149 holding.
  • Guidant Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2018 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.