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Bank of Nova Scotia Trust’s iShares Core US REIT ETF USRT Stock Holding History

Bank of Nova Scotia Trust’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
2017
Q4 		– Sell
-928
Closed -$46K – 377
2017
Q3 		$46K Buy
+928
New +$45.9K ﹤0.01% 262

Other funds holding USRT

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of Nova Scotia Trust's USRT Position: Q4 2017 in Review

Bank of Nova Scotia Trust sold out of iShares Core US REIT ETF (USRT) in Q4 2017, closing a stake of 928 shares — an estimated $46K sold.

Bank of Nova Scotia Trust first reported a position in USRT in Q3 2017 and held it in 1 quarter. The position peaked at $46K in Q3 2017. 66 funds tracked by Wall St. Rank hold USRT as of Q4 2017.

  • Bank of Nova Scotia Trust reported no remaining iShares Core US REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Bank of Nova Scotia Trust sold 928 iShares Core US REIT ETF shares in Q4 2017, an estimated $46K.
  • Bank of Nova Scotia Trust first reported a position in iShares Core US REIT ETF in Q3 2017 and held it in 1 quarter.
  • Bank of Nova Scotia Trust's iShares Core US REIT ETF position peaked at $46K in Q3 2017.
  • 66 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2017.

Based on Bank of Nova Scotia Trust's 13F filing for Q4 2017, filed 13 Feb 2018.