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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Global REIT ETF REET Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q4 		– Sell
-605
Closed -$17K – 762
2021
Q3 		$17K Hold
605
– – ﹤0.01% 535
2021
Q2 		$17K Buy
+605
New +$16.5K ﹤0.01% 557

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GI
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PCIG
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Loring Wolcott & Coolidge Fiduciary Advisors's REET Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Global REIT ETF (REET) in Q4 2021, closing a stake of 605 shares — an estimated $17K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in REET in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 259 funds tracked by Wall St. Rank hold REET as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Global REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 605 iShares Global REIT ETF shares in Q4 2021, an estimated $17K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Global REIT ETF in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Global REIT ETF position peaked at $17K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.