Emory University’s iShares Core US REIT ETF USRT Stock Holding History

Emory University’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
2014 Q1	–	Sell	-80	Closed	-$3K	–	121
2013 Q4	$3K	Hold	80	–	–	﹤0.01%	136
2013 Q3	$3K	Hold	80	–	–	﹤0.01%	139
2013 Q2	$3K	Buy	+80	New	+$3.46K	﹤0.01%	137

Other funds holding USRT

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Emory University's USRT Position: Q1 2014 in Review

Emory University sold out of iShares Core US REIT ETF (USRT) in Q1 2014, closing a stake of 80 shares — an estimated $3K sold.

Emory University first reported a position in USRT in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 23 funds tracked by Wall St. Rank hold USRT as of Q1 2014.

Emory University reported no remaining iShares Core US REIT ETF position as of Q1 2014 after selling out during the quarter.
Emory University sold 80 iShares Core US REIT ETF shares in Q1 2014, an estimated $3K.
Emory University first reported a position in iShares Core US REIT ETF in Q2 2013 and held it in 3 quarters.
Emory University's iShares Core US REIT ETF position peaked at $3K in Q4 2013.
23 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.