LPL Financial’s Invesco Wilshire US REIT ETF WREI Stock Holding History

LPL Financial’s Portfolio WREI Stock Details WREI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,238	Closed	-$246K	–	2824
2016 Q3	$246K	Buy	+5,238	New	+$264K	﹤0.01%	2272

Other funds holding WREI

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LPL Financial's WREI Position: Q4 2016 in Review

LPL Financial sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2016, closing a stake of 5,238 shares — an estimated $246K sold.

LPL Financial first reported a position in WREI in Q3 2016 and held it in 1 quarter. The position peaked at $246K in Q3 2016. 10 funds tracked by Wall St. Rank hold WREI as of Q4 2016.

LPL Financial reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2016 after selling out during the quarter.
LPL Financial sold 5,238 Invesco Wilshire US REIT ETF shares in Q4 2016, an estimated $246K.
LPL Financial first reported a position in Invesco Wilshire US REIT ETF in Q3 2016 and held it in 1 quarter.
LPL Financial's Invesco Wilshire US REIT ETF position peaked at $246K in Q3 2016.
10 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.