BTS
USRT icon

BB&T Securities’s iShares Core US REIT ETF USRT Stock Holding History

BB&T Securities’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
2019
Q3 		$335K Buy
6,037
+1,119
+23% +$60.2K ﹤0.01% 1271
2019
Q2 		$255K Hold
4,918
– – ﹤0.01% 1395
2019
Q1 		$254K Sell
4,918
-75
-2% -$3.72K ﹤0.01% 1380
2018
Q4 		$223K Buy
4,993
+421
+9% +$19.9K ﹤0.01% 1320
2018
Q3 		$221K Buy
+4,572
New +$228K ﹤0.01% 1445

Other funds holding USRT

CSIA
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return