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Richard P. Slaughter Associates’s iShares Global REIT ETF REET Stock Holding History

Richard P. Slaughter Associates’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
Q3 		– Sell
-184,732
Closed -$3.86M – 104
2020
Q2 		$3.86M Sell
184,732
-23,294
-11% -$471K 1.68% 11
2020
Q1 		$3.98M Buy
208,026
+2,760
+1% +$70.4K 2.09% 12
2019
Q4 		$5.67M Buy
+205,266
New +$5.76M 2.26% 9

Other funds holding REET

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Richard P. Slaughter Associates's REET Position: Q3 2020 in Review

Richard P. Slaughter Associates sold out of iShares Global REIT ETF (REET) in Q3 2020, closing a stake of 184,732 shares — an estimated $3.86M sold.

Richard P. Slaughter Associates first reported a position in REET in Q4 2019 and held it in 3 quarters. The position peaked at $5.67M in Q4 2019. 173 funds tracked by Wall St. Rank hold REET as of Q3 2020.

  • Richard P. Slaughter Associates reported no remaining iShares Global REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 184,732 iShares Global REIT ETF shares in Q3 2020, an estimated $3.86M.
  • Richard P. Slaughter Associates first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 3 quarters.
  • Richard P. Slaughter Associates's iShares Global REIT ETF position peaked at $5.67M in Q4 2019.
  • 173 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2020.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2020, filed 13 Oct 2020.