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

Claybrook Capital’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
Q1 		– Sell
-34
Closed -$2K – 655
2018
Q4 		$2K Buy
+34
New +$1.61K ﹤0.01% 655

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Claybrook Capital's USRT Position: Q1 2019 in Review

Claybrook Capital sold out of iShares Core US REIT ETF (USRT) in Q1 2019, closing a stake of 34 shares — an estimated $2K sold.

Claybrook Capital first reported a position in USRT in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 151 funds tracked by Wall St. Rank hold USRT as of Q1 2019.

  • Claybrook Capital reported no remaining iShares Core US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Claybrook Capital sold 34 iShares Core US REIT ETF shares in Q1 2019, an estimated $2K.
  • Claybrook Capital first reported a position in iShares Core US REIT ETF in Q4 2018 and held it in 1 quarter.
  • Claybrook Capital's iShares Core US REIT ETF position peaked at $2K in Q4 2018.
  • 151 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2019.

Based on Claybrook Capital's 13F filing for Q1 2019, filed 15 May 2019.