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United Asset Strategies’s iShares Global REIT ETF REET Stock Holding History

United Asset Strategies’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
-23,542
Closed -$661K – 208
2019
Q3 		$661K Buy
23,542
+1,709
+8% +$46.8K 0.14% 119
2019
Q2 		$582K Buy
21,833
+82
+0.4% +$2.19K 0.13% 124
2019
Q1 		$581K Buy
21,751
+555
+3% +$14.3K 0.14% 132
2018
Q4 		$496K Sell
21,196
-532
-2% -$13.1K 0.14% 130
2018
Q3 		$548K Buy
+21,728
New +$563K 0.13% 138

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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
People's United Financial
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Private Wealth Advisors
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 $1.66B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Asset Strategies's REET Position: Q4 2019 in Review

United Asset Strategies sold out of iShares Global REIT ETF (REET) in Q4 2019, closing a stake of 23,542 shares — an estimated $661K sold.

United Asset Strategies first reported a position in REET in Q3 2018 and held it in 5 quarters. The position peaked at $661K in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

  • United Asset Strategies reported no remaining iShares Global REIT ETF position as of Q4 2019 after selling out during the quarter.
  • United Asset Strategies sold 23,542 iShares Global REIT ETF shares in Q4 2019, an estimated $661K.
  • United Asset Strategies first reported a position in iShares Global REIT ETF in Q3 2018 and held it in 5 quarters.
  • United Asset Strategies's iShares Global REIT ETF position peaked at $661K in Q3 2019.
  • 169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on United Asset Strategies's 13F filing for Q4 2019, filed 12 Feb 2020.