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

OptiFour Integrated 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
2019 Q4	$4.91M	Sell	177,654 -2,882	-2%	-$80.9K	3.37%	10
2019 Q3	$5.07M	Sell	180,536 -1,329	-0.7%	-$36.4K	3.6%	10
2019 Q2	$4.85M	Buy	181,865 +2,593	+1%	+$69.3K	3.39%	10
2019 Q1	$4.79M	Buy	179,272 +7,128	+4%	+$184K	3.91%	10
2018 Q4	$4.03M	Buy	172,144 +7,432	+5%	+$183K	3.68%	11
2018 Q3	$4.15M	Buy	164,712 +11,935	+8%	+$309K	3.42%	11
2018 Q2	$3.92M	Buy	+152,777	New	+$3.83M	3.39%	11

Other funds holding REET

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

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

PSUF

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

OptiFour Integrated Wealth Management's REET Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its iShares Global REIT ETF (REET) stake by 1.6% in Q4 2019, selling an estimated $80.9K and leaving 177,654 shares worth $4.91M. The position accounts for 3.37% of the portfolio, ranked #10.

OptiFour Integrated Wealth Management first reported a position in REET in Q2 2018 and has held it in 7 quarters since. The position peaked at $5.07M in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

OptiFour Integrated Wealth Management held 177,654 shares of iShares Global REIT ETF worth $4.91M as of Q4 2019.
OptiFour Integrated Wealth Management sold 2,882 iShares Global REIT ETF shares in Q4 2019, an estimated $80.9K.
iShares Global REIT ETF made up 3.37% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #10 holding.
OptiFour Integrated Wealth Management first reported a position in iShares Global REIT ETF in Q2 2018 and has held it in 7 quarters since.
OptiFour Integrated Wealth Management's iShares Global REIT ETF position peaked at $5.07M in Q3 2019.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.