CF
USRT icon

Centaurus Financial’s iShares Core US REIT ETF USRT Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-425
Closed -$21K – 1967
2018
Q2 		$21K Buy
+425
New +$19.8K ﹤0.01% 1259

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Centaurus Financial's USRT Position: Q3 2018 in Review

Centaurus Financial sold out of iShares Core US REIT ETF (USRT) in Q3 2018, closing a stake of 425 shares — an estimated $21K sold.

Centaurus Financial first reported a position in USRT in Q2 2018 and held it in 1 quarter. The position peaked at $21K in Q2 2018. 110 funds tracked by Wall St. Rank hold USRT as of Q3 2018.

  • Centaurus Financial reported no remaining iShares Core US REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 425 iShares Core US REIT ETF shares in Q3 2018, an estimated $21K.
  • Centaurus Financial first reported a position in iShares Core US REIT ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's iShares Core US REIT ETF position peaked at $21K in Q2 2018.
  • 110 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.