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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
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $5.99B AUM 23.66% 1-Year Est. Return

BB&T Securities's USRT Position: Q3 2019 in Review

BB&T Securities increased its iShares Core US REIT ETF (USRT) stake by 23% in Q3 2019, buying an estimated $60.2K and bringing the position to 6,037 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

BB&T Securities first reported a position in USRT in Q3 2018 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

  • BB&T Securities held 6,037 shares of iShares Core US REIT ETF worth $335K as of Q3 2019.
  • BB&T Securities bought 1,119 iShares Core US REIT ETF shares in Q3 2019, an estimated $60.2K.
  • iShares Core US REIT ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1271 holding.
  • BB&T Securities first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.