Raab & Moskowitz Asset Management’s iShares Global REIT ETF REET Stock Holding History

Raab & Moskowitz Asset 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	-1,990	Closed	-$54K	–	424
2019 Q4	$54K	Buy	+1,990	New	+$55.8K	0.02%	245
2018 Q4	–	Sell	-2,417	Closed	-$60K	–	420
2018 Q3	$60K	Buy	+2,417	New	+$62.6K	0.02%	244

Other funds holding REET

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raab & Moskowitz Asset Management's REET Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 1,990 shares — an estimated $54K sold.

Raab & Moskowitz Asset Management first reported a position in REET in Q3 2018 and held it in 2 quarters. The position peaked at $60K in Q3 2018. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 1,990 iShares Global REIT ETF shares in Q1 2020, an estimated $54K.
Raab & Moskowitz Asset Management first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's iShares Global REIT ETF position peaked at $60K in Q3 2018.
168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.