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

Anchor Capital Advisors’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
2020
Q2 		– Sell
-8,058
Closed -$316K – 257
2020
Q1 		$316K Sell
8,058
-310
-4% -$15.8K 0.01% 215
2019
Q4 		$457K Sell
8,368
-95
-1% -$5.23K 0.01% 210
2019
Q3 		$470K Buy
8,463
+1,375
+19% +$74K 0.02% 210
2019
Q2 		$369K Sell
7,088
-135
-2% -$7.03K 0.01% 220
2019
Q1 		$374 Sell
7,223
-27,555
-79% -$1.37M 0.01% 212
2018
Q4 		$1.56M Buy
+34,778
New +$1.65M 0.06% 134

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Anchor Capital Advisors's USRT Position: Q2 2020 in Review

Anchor Capital Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 8,058 shares — an estimated $316K sold.

Anchor Capital Advisors first reported a position in USRT in Q4 2018 and held it in 6 quarters. The position peaked at $1.56M in Q4 2018. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Anchor Capital Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 8,058 iShares Core US REIT ETF shares in Q2 2020, an estimated $316K.
  • Anchor Capital Advisors first reported a position in iShares Core US REIT ETF in Q4 2018 and held it in 6 quarters.
  • Anchor Capital Advisors's iShares Core US REIT ETF position peaked at $1.56M in Q4 2018.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Anchor Capital Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.