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HL Financial Services’s iShares Global REIT ETF REET Stock Holding History

HL Financial Services’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
Q1 		$635K Buy
23,756
+3,295
+16% +$84.8K 0.01% 459
2018
Q4 		$479K Buy
20,461
+2,586
+14% +$63.7K 0.01% 504
2018
Q3 		$451K Buy
17,875
+5,177
+41% +$134K 0.01% 553
2018
Q2 		$326K Buy
+12,698
New +$318K 0.01% 564

Other funds holding REET

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

HL Financial Services's REET Position: Q1 2019 in Review

HL Financial Services increased its iShares Global REIT ETF (REET) stake by 16% in Q1 2019, buying an estimated $84.8K and bringing the position to 23,756 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #459.

HL Financial Services first reported a position in REET in Q2 2018 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold REET as of Q1 2019.

  • HL Financial Services held 23,756 shares of iShares Global REIT ETF worth $635K as of Q1 2019.
  • HL Financial Services bought 3,295 iShares Global REIT ETF shares in Q1 2019, an estimated $84.8K.
  • iShares Global REIT ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #459 holding.
  • HL Financial Services first reported a position in iShares Global REIT ETF in Q2 2018 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.