Credit Suisse’s iShares Core US REIT ETF USRT Stock Holding History

Credit Suisse’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	-10,388	Closed	-$511K	–	3991
2018 Q2	$511K	Buy	+10,388	New	+$484K	﹤0.01%	3407

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Credit Suisse's USRT Position: Q3 2018 in Review

Credit Suisse sold out of iShares Core US REIT ETF (USRT) in Q3 2018, closing a stake of 10,388 shares — an estimated $511K sold.

Credit Suisse first reported a position in USRT in Q2 2018 and held it in 1 quarter. The position peaked at $511K in Q2 2018. 110 funds tracked by Wall St. Rank hold USRT as of Q3 2018.

Credit Suisse reported no remaining iShares Core US REIT ETF position as of Q3 2018 after selling out during the quarter.
Credit Suisse sold 10,388 iShares Core US REIT ETF shares in Q3 2018, an estimated $511K.
Credit Suisse first reported a position in iShares Core US REIT ETF in Q2 2018 and held it in 1 quarter.
Credit Suisse's iShares Core US REIT ETF position peaked at $511K in Q2 2018.
110 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2018.

Based on Credit Suisse's 13F filing for Q3 2018, filed 13 Nov 2018.