Advisors Preferred’s iShares Core US REIT ETF USRT Stock Holding History

Advisors Preferred’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,043	Closed	-$244K	–	220
2018 Q3	$244K	Buy	+5,043	New	+$251K	0.11%	76
2016 Q4	–	Sell	-888	Closed	-$45K	–	262
2016 Q3	$45K	Sell	888 -45	-5%	-$2.34K	0.02%	148
2016 Q2	$48K	Sell	933 -459	-33%	-$22.6K	0.03%	92
2016 Q1	$68K	Sell	1,392 -290	-17%	-$13.3K	0.03%	80
2015 Q4	$79K	Buy	+1,682	New	+$78.1K	0.04%	74
2015 Q2	–	Sell	-658	Closed	-$31.9K	–	285
2015 Q1	$31.9K	Buy	+658	New	+$32.3K	0.02%	165
2014 Q4	–	Sell	-1,782	Closed	-$75.3K	–	344
2014 Q3	$75.3K	Buy	+1,782	New	+$78.5K	0.05%	107

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Advisors Preferred's USRT Position: Q4 2018 in Review

Advisors Preferred sold out of iShares Core US REIT ETF (USRT) in Q4 2018, closing a stake of 5,043 shares — an estimated $244K sold.

Advisors Preferred first reported a position in USRT in Q3 2014 and held it in 7 quarters. The position peaked at $244K in Q3 2018. 138 funds tracked by Wall St. Rank hold USRT as of Q4 2018.

Advisors Preferred reported no remaining iShares Core US REIT ETF position as of Q4 2018 after selling out during the quarter.
Advisors Preferred sold 5,043 iShares Core US REIT ETF shares in Q4 2018, an estimated $244K.
Advisors Preferred first reported a position in iShares Core US REIT ETF in Q3 2014 and held it in 7 quarters.
Advisors Preferred's iShares Core US REIT ETF position peaked at $244K in Q3 2018.
138 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2018.

Based on Advisors Preferred's 13F filing for Q4 2018, filed 16 Jan 2019.