RFA
WPS

Reilly Financial Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Reilly Financial Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40
Closed -$2K – 917
2016
Q3 		$2K Buy
+40
New +$1.51K ﹤0.01% 767
2014
Q1 		– Sell
-47
Closed -$2K – 876
2013
Q4 		$2K Buy
+47
New +$1.76K ﹤0.01% 811

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Reilly Financial Advisors's WPS Position: Q4 2016 in Review

Reilly Financial Advisors sold out of iShares International Developed Property ETF (WPS) in Q4 2016, closing a stake of 40 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in WPS in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 41 funds tracked by Wall St. Rank hold WPS as of Q4 2016.

  • Reilly Financial Advisors reported no remaining iShares International Developed Property ETF position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 40 iShares International Developed Property ETF shares in Q4 2016, an estimated $2K.
  • Reilly Financial Advisors first reported a position in iShares International Developed Property ETF in Q4 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's iShares International Developed Property ETF position peaked at $2K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.