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Cumberland Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Cumberland Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-172,940
Closed -$2.67M – 37
2013
Q3 		$2.67M Buy
+172,940
New +$2.74M 1.58% 24

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cumberland Advisors's SCHH Position: Q4 2013 in Review

Cumberland Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2013, closing a stake of 172,940 shares — an estimated $2.67M sold.

Cumberland Advisors first reported a position in SCHH in Q3 2013 and held it in 1 quarter. The position peaked at $2.67M in Q3 2013. 63 funds tracked by Wall St. Rank hold SCHH as of Q4 2013.

  • Cumberland Advisors reported no remaining Schwab US REIT ETF position as of Q4 2013 after selling out during the quarter.
  • Cumberland Advisors sold 172,940 Schwab US REIT ETF shares in Q4 2013, an estimated $2.67M.
  • Cumberland Advisors first reported a position in Schwab US REIT ETF in Q3 2013 and held it in 1 quarter.
  • Cumberland Advisors's Schwab US REIT ETF position peaked at $2.67M in Q3 2013.
  • 63 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2013.

Based on Cumberland Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.