MCF Advisors’s Invesco Wilshire US REIT ETF WREI Stock Holding History

MCF Advisors’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
2013 Q4	–	Sell	-75	Closed	-$3K	–	446
2013 Q3	$3K	Buy	+75	New	+$2.81K	﹤0.01%	371

Other funds holding WREI

AII

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

MCF Advisors's WREI Position: Q4 2013 in Review

MCF Advisors sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2013, closing a stake of 75 shares — an estimated $3K sold.

MCF Advisors first reported a position in WREI in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 10 funds tracked by Wall St. Rank hold WREI as of Q4 2013.

MCF Advisors reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2013 after selling out during the quarter.
MCF Advisors sold 75 Invesco Wilshire US REIT ETF shares in Q4 2013, an estimated $3K.
MCF Advisors first reported a position in Invesco Wilshire US REIT ETF in Q3 2013 and held it in 1 quarter.
MCF Advisors's Invesco Wilshire US REIT ETF position peaked at $3K in Q3 2013.
10 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2013.

Based on MCF Advisors's 13F filing for Q4 2013, filed 28 Oct 2014.