Thompson Siegel & Walmsley’s iShares Global REIT ETF REET Stock Holding History

Thompson Siegel & Walmsley’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 Q1	–	Sell	-2,800	Closed	-$77K	–	766
2019 Q4	$77K	Buy	+2,800	New	+$78.6K	﹤0.01%	452

Other funds holding REET

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

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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Thompson Siegel & Walmsley's REET Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of iShares Global REIT ETF (REET) in Q1 2020, closing a stake of 2,800 shares — an estimated $77K sold.

Thompson Siegel & Walmsley first reported a position in REET in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 168 funds tracked by Wall St. Rank hold REET as of Q1 2020.

Thompson Siegel & Walmsley reported no remaining iShares Global REIT ETF position as of Q1 2020 after selling out during the quarter.
Thompson Siegel & Walmsley sold 2,800 iShares Global REIT ETF shares in Q1 2020, an estimated $77K.
Thompson Siegel & Walmsley first reported a position in iShares Global REIT ETF in Q4 2019 and held it in 1 quarter.
Thompson Siegel & Walmsley's iShares Global REIT ETF position peaked at $77K in Q4 2019.
168 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.