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MYCIO Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-645
Closed -$18K – 305
2019
Q4 		$18K Hold
645
– – ﹤0.01% 436
2019
Q3 		$18K Hold
645
– – ﹤0.01% 416
2019
Q2 		$17K Buy
+645
New +$17.2K ﹤0.01% 374

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PSUF
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CFA
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
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FFA
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PCIG
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MYCIO Wealth Partners's REET Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 645 shares — an estimated $18K sold.

MYCIO Wealth Partners first reported a position in REET in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 645 iShares Global REIT ETF shares in Q1 2020, an estimated $18K.
  • MYCIO Wealth Partners first reported a position in iShares Global REIT ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares Global REIT ETF position peaked at $18K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.