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Strategic Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-636
Closed -$17 – 415
2019
Q3 		$17 Sell
636
-11
-2% -$301 ﹤0.01% 419
2019
Q2 		$17K Buy
647
+476
+278% +$12.7K 0.01% 387
2019
Q1 		$5K Buy
171
+45
+36% +$1.16K ﹤0.01% 635
2018
Q4 		$3K Sell
126
-95
-43% -$2.34K ﹤0.01% 622
2018
Q3 		$6K Buy
+221
New +$5.73K ﹤0.01% 543

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PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's REET Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShares Global REIT ETF (REET) in Q4 2019, closing a stake of 636 shares — an estimated $17 sold.

Strategic Wealth Partners first reported a position in REET in Q3 2018 and held it in 5 quarters. The position peaked at $17K in Q2 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

  • Strategic Wealth Partners reported no remaining iShares Global REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 636 iShares Global REIT ETF shares in Q4 2019, an estimated $17.
  • Strategic Wealth Partners first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 5 quarters.
  • Strategic Wealth Partners's iShares Global REIT ETF position peaked at $17K in Q2 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.