Stifel Financial
BBRE icon

Stifel Financial’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Stifel Financial’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,704
Closed -$550K – 2889
2020
Q2 		$550K Buy
+7,704
New +$531K ﹤0.01% 1973

Other funds holding BBRE

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GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial's BBRE Position: Q3 2020 in Review

Stifel Financial sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2020, closing a stake of 7,704 shares — an estimated $550K sold.

Stifel Financial first reported a position in BBRE in Q2 2020 and held it in 1 quarter. The position peaked at $550K in Q2 2020. 23 funds tracked by Wall St. Rank hold BBRE as of Q3 2020.

  • Stifel Financial reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Stifel Financial sold 7,704 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2020, an estimated $550K.
  • Stifel Financial first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and held it in 1 quarter.
  • Stifel Financial's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $550K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2020.

Based on Stifel Financial's 13F filing for Q3 2020, filed 16 Nov 2020.