CWM
USRT icon

Concert Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,000
Closed -$51K – 898
2016
Q3 		$51K Buy
+1,000
New +$51.9K 0.01% 814

Other funds holding USRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Concert Wealth Management's USRT Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2016, closing a stake of 1,000 shares — an estimated $51K sold.

Concert Wealth Management first reported a position in USRT in Q3 2016 and held it in 1 quarter. The position peaked at $51K in Q3 2016. 31 funds tracked by Wall St. Rank hold USRT as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,000 iShares Core US REIT ETF shares in Q4 2016, an estimated $51K.
  • Concert Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Core US REIT ETF position peaked at $51K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.