ACI
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Alpha Cubed Investments’s iShares Core US REIT ETF USRT Stock Holding History

Alpha Cubed Investments’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
-14,029
Closed -$658K – 311
2018
Q3 		$658K Buy
+14,029
New +$699K 0.08% 137

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
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
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FA
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

Alpha Cubed Investments's USRT Position: Q4 2018 in Review

Alpha Cubed Investments sold out of iShares Core US REIT ETF (USRT) in Q4 2018, closing a stake of 14,029 shares — an estimated $658K sold.

Alpha Cubed Investments first reported a position in USRT in Q3 2018 and held it in 1 quarter. The position peaked at $658K in Q3 2018. 138 funds tracked by Wall St. Rank hold USRT as of Q4 2018.

  • Alpha Cubed Investments reported no remaining iShares Core US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 14,029 iShares Core US REIT ETF shares in Q4 2018, an estimated $658K.
  • Alpha Cubed Investments first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's iShares Core US REIT ETF position peaked at $658K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.