Riverview Trust Company’s iShares Global REIT ETF REET Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-122,689	Closed	-$2.58M	–	240
2020 Q3	$2.58M	Sell	122,689 -61,245	-33%	-$1.31M	2.97%	7
2020 Q2	$3.84M	Hold	183,934	–	–	3.73%	6
2020 Q1	$3.52M	Sell	183,934 -20,202	-10%	-$515K	3.38%	6
2019 Q4	$5.64M	Sell	204,136 -3,711	-2%	-$104K	3.79%	4
2019 Q3	$5.84M	Sell	207,847 -115	-0.1%	-$3.15K	4.06%	4
2019 Q2	$5.55M	Sell	207,962 -11,109	-5%	-$297K	3.9%	4
2019 Q1	$5.85M	Sell	219,071 -160,260	-42%	-$4.13M	4.43%	3
2018 Q4	$8.88M	Buy	+379,331	New	+$9.34M	6.95%	4

Other funds holding REET

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Riverview Trust Company's REET Position: Q4 2020 in Review

Riverview Trust Company sold out of iShares Global REIT ETF (REET) in Q4 2020, closing a stake of 122,689 shares — an estimated $2.58M sold.

Riverview Trust Company first reported a position in REET in Q4 2018 and held it in 8 quarters. The position peaked at $8.88M in Q4 2018. 191 funds tracked by Wall St. Rank hold REET as of Q4 2020.

Riverview Trust Company reported no remaining iShares Global REIT ETF position as of Q4 2020 after selling out during the quarter.
Riverview Trust Company sold 122,689 iShares Global REIT ETF shares in Q4 2020, an estimated $2.58M.
Riverview Trust Company first reported a position in iShares Global REIT ETF in Q4 2018 and held it in 8 quarters.
Riverview Trust Company's iShares Global REIT ETF position peaked at $8.88M in Q4 2018.
191 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2020.

Based on Riverview Trust Company's 13F filing for Q4 2020, filed 22 Jan 2021.