Ameriprise
RTL

Ameriprise’s ISHARES TR RETAIL REAL ESTATE CAPPED ETF RTL Stock Holding History

Ameriprise’s Portfolio RTL Stock Details RTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-185
Closed -$7K – 5764
2013
Q2 		$7K Buy
+185
New +$7.29K ﹤0.01% 5030

Other funds holding RTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise's RTL Position: Q3 2013 in Review

Ameriprise sold out of ISHARES TR RETAIL REAL ESTATE CAPPED ETF (RTL) in Q3 2013, closing a stake of 185 shares — an estimated $7K sold.

Ameriprise first reported a position in RTL in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 11 funds tracked by Wall St. Rank hold RTL as of Q3 2013.

  • Ameriprise reported no remaining ISHARES TR RETAIL REAL ESTATE CAPPED ETF position as of Q3 2013 after selling out during the quarter.
  • Ameriprise sold 185 ISHARES TR RETAIL REAL ESTATE CAPPED ETF shares in Q3 2013, an estimated $7K.
  • Ameriprise first reported a position in ISHARES TR RETAIL REAL ESTATE CAPPED ETF in Q2 2013 and held it in 1 quarter.
  • Ameriprise's ISHARES TR RETAIL REAL ESTATE CAPPED ETF position peaked at $7K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held ISHARES TR RETAIL REAL ESTATE CAPPED ETF as of Q3 2013.

Based on Ameriprise's 13F filing for Q3 2013, filed 14 Nov 2013.