Whitener Capital Management’s iShares Global REIT ETF REET Stock Holding History

Whitener Capital Management’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	-230	Closed	-$6K	–	352
2019 Q3	$6K	Buy	230 +9	+4%	+$246	﹤0.01%	392
2019 Q2	$5K	Buy	221 +18	+9%	+$481	﹤0.01%	391
2019 Q1	$5K	Buy	203 +23	+13%	+$592	﹤0.01%	385
2018 Q4	$4K	Buy	180 +7	+4%	+$172	﹤0.01%	374
2018 Q3	$4K	Buy	+173	New	+$4.48K	﹤0.01%	387
2018 Q2	–	Sell	-151	Closed	-$3K	–	331
2018 Q1	$3K	Buy	151 +38	+34%	+$942	﹤0.01%	414
2017 Q4	$2K	Buy	+113	New	+$2.92K	﹤0.01%	400

Other funds holding REET

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

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

PSUF

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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitener Capital Management's REET Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Global REIT ETF (REET) in Q4 2019, closing a stake of 230 shares — an estimated $6K sold.

Whitener Capital Management first reported a position in REET in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 169 funds tracked by Wall St. Rank hold REET as of Q4 2019.

Whitener Capital Management reported no remaining iShares Global REIT ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 230 iShares Global REIT ETF shares in Q4 2019, an estimated $6K.
Whitener Capital Management first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares Global REIT ETF position peaked at $6K in Q3 2019.
169 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.