PAG
WREI

Private Advisor Group’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Private Advisor Group’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-315
Closed -$13K – 1345
2014
Q3 		$13K Buy
+315
New +$13.2K ﹤0.01% 1169

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Private Advisor Group's WREI Position: Q4 2014 in Review

Private Advisor Group sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2014, closing a stake of 315 shares — an estimated $13K sold.

Private Advisor Group first reported a position in WREI in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 12 funds tracked by Wall St. Rank hold WREI as of Q4 2014.

  • Private Advisor Group reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 315 Invesco Wilshire US REIT ETF shares in Q4 2014, an estimated $13K.
  • Private Advisor Group first reported a position in Invesco Wilshire US REIT ETF in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's Invesco Wilshire US REIT ETF position peaked at $13K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.