Pacific Center for Financial Services’s iShares Global REIT ETF REET Stock Holding History

Pacific Center for Financial Services’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 Q2	–	Sell	-486	Closed	-$9K	–	315
2020 Q1	$9K	Hold	486	–	–	0.01%	193
2019 Q4	$13K	Buy	486 +16	+3%	+$449	0.01%	198
2019 Q3	$13K	Hold	470	–	–	0.01%	201
2019 Q2	$13K	Buy	470 +5	+1%	+$134	0.01%	200
2019 Q1	$12K	Buy	465 +4	+0.9%	+$103	0.01%	206
2018 Q4	$11K	Buy	461 +14	+3%	+$345	0.01%	205
2018 Q3	$11K	Hold	447	–	–	0.01%	213
2018 Q2	$11K	Buy	+447	New	+$11.2K	0.01%	200

Other funds holding REET

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PSUF

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CWM

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

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

PCIG

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

Pacific Center for Financial Services's REET Position: Q2 2020 in Review

Pacific Center for Financial Services sold out of iShares Global REIT ETF (REET) in Q2 2020, closing a stake of 486 shares — an estimated $9K sold.

Pacific Center for Financial Services first reported a position in REET in Q2 2018 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 169 funds tracked by Wall St. Rank hold REET as of Q2 2020.

Pacific Center for Financial Services reported no remaining iShares Global REIT ETF position as of Q2 2020 after selling out during the quarter.
Pacific Center for Financial Services sold 486 iShares Global REIT ETF shares in Q2 2020, an estimated $9K.
Pacific Center for Financial Services first reported a position in iShares Global REIT ETF in Q2 2018 and held it in 8 quarters.
Pacific Center for Financial Services's iShares Global REIT ETF position peaked at $13K in Q4 2019.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2020.

Based on Pacific Center for Financial Services's 13F filing for Q2 2020, filed 6 Aug 2020.