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

Berman 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
2021
Q1 		– Sell
-1,218
Closed -$58K – 1921
2020
Q4 		$58K Buy
+1,218
New +$56.8K 0.01% 372

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FA
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TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MG
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CL
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Berman Capital Advisors's USRT Position: Q1 2021 in Review

Berman Capital Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2021, closing a stake of 1,218 shares — an estimated $58K sold.

Berman Capital Advisors first reported a position in USRT in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 213 funds tracked by Wall St. Rank hold USRT as of Q1 2021.

  • Berman Capital Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 1,218 iShares Core US REIT ETF shares in Q1 2021, an estimated $58K.
  • Berman Capital Advisors first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 1 quarter.
  • Berman Capital Advisors's iShares Core US REIT ETF position peaked at $58K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.