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

Personal 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
-295
Closed -$8K – 484
2019
Q4 		$8K Hold
295
– – ﹤0.01% 249
2019
Q3 		$8K Hold
295
– – ﹤0.01% 254
2019
Q2 		$8K Buy
+295
New +$7.88K ﹤0.01% 226

Other funds holding REET

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $2.05B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Personal Wealth Partners's REET Position: Q1 2020 in Review

Personal Wealth Partners sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 295 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in REET in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

  • Personal Wealth Partners reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 295 iShares Global REIT ETF shares in Q1 2020, an estimated $8K.
  • Personal Wealth Partners first reported a position in iShares Global REIT ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares Global REIT ETF position peaked at $8K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.