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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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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.