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

Destination 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
2019
Q3 		– Sell
-351
Closed -$18K – 485
2019
Q2 		$18K Buy
+351
New +$18.3K ﹤0.01% 390

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FA
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JA
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TC
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Envestnet Asset Management
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BFG
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AUB
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Destination Wealth Management's USRT Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q3 2019, closing a stake of 351 shares — an estimated $18K sold.

Destination Wealth Management first reported a position in USRT in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

  • Destination Wealth Management reported no remaining iShares Core US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 351 iShares Core US REIT ETF shares in Q3 2019, an estimated $18K.
  • Destination Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's iShares Core US REIT ETF position peaked at $18K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.