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Choate Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Choate Investment 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
Q3 		– Sell
-128
Closed -$7K – 341
2021
Q2 		$7K Buy
+128
New +$7.26K ﹤0.01% 323

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
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MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choate Investment Advisors's USRT Position: Q3 2021 in Review

Choate Investment Advisors sold out of iShares Core US REIT ETF (USRT) in Q3 2021, closing a stake of 128 shares — an estimated $7K sold.

Choate Investment Advisors first reported a position in USRT in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 235 funds tracked by Wall St. Rank hold USRT as of Q3 2021.

  • Choate Investment Advisors reported no remaining iShares Core US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 128 iShares Core US REIT ETF shares in Q3 2021, an estimated $7K.
  • Choate Investment Advisors first reported a position in iShares Core US REIT ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's iShares Core US REIT ETF position peaked at $7K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.