Northwest Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Northwest Wealth Management’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	-9,399	Closed	-$260K	–	108
2019 Q4	$260K	Sell	9,399 -3,363	-26%	-$94.4K	0.24%	85
2019 Q3	$358K	Buy	+12,762	New	+$349K	0.29%	82
2019 Q2	–	Sell	-2,013	Closed	-$54K	–	387
2019 Q1	$54K	Buy	+2,013	New	+$51.8K	0.04%	211

Other funds holding REET

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

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

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Northwest Wealth Management's REET Position: Q1 2020 in Review

Northwest Wealth Management sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 9,399 shares — an estimated $260K sold.

Northwest Wealth Management first reported a position in REET in Q1 2019 and held it in 3 quarters. The position peaked at $358K in Q3 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

Northwest Wealth Management reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
Northwest Wealth Management sold 9,399 iShares Global REIT ETF shares in Q1 2020, an estimated $260K.
Northwest Wealth Management first reported a position in iShares Global REIT ETF in Q1 2019 and held it in 3 quarters.
Northwest Wealth Management's iShares Global REIT ETF position peaked at $358K in Q3 2019.
168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Northwest Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.