CWSR
USRT icon

Chessman Wealth Strategies RIA’s iShares Core US REIT ETF USRT Stock Holding History

Chessman Wealth Strategies RIA’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 		– Sell
-34,536
Closed -$1.83M – 13
2019
Q2 		$1.83M Sell
34,536
-60,460
-64% -$3.15M 9.93% 3
2019
Q1 		$4.91M Buy
94,996
+31,830
+50% +$1.58M 4.2% 8
2018
Q4 		$2.83M Buy
63,166
+62,743
+14,833% +$2.97M 3.02% 11
2018
Q3 		$20K Buy
+423
New +$21.1K 0.02% 100

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 $5.72T 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 $530B 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

Chessman Wealth Strategies RIA's USRT Position: Q3 2019 in Review

Chessman Wealth Strategies RIA sold out of iShares Core US REIT ETF (USRT) in Q3 2019, closing a stake of 34,536 shares — an estimated $1.83M sold.

Chessman Wealth Strategies RIA first reported a position in USRT in Q3 2018 and held it in 4 quarters. The position peaked at $4.91M in Q1 2019. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

  • Chessman Wealth Strategies RIA reported no remaining iShares Core US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 34,536 iShares Core US REIT ETF shares in Q3 2019, an estimated $1.83M.
  • Chessman Wealth Strategies RIA first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 4 quarters.
  • Chessman Wealth Strategies RIA's iShares Core US REIT ETF position peaked at $4.91M in Q1 2019.
  • 180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q3 2019, filed 25 Oct 2019.