Envestnet Asset Management
PPTY

Envestnet Asset Management’s US Diversified Real Estate ETF PPTY Stock Holding History

Envestnet Asset Management’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-20,665
Closed -$672K – 3097
2019
Q4 		$672K Buy
+20,665
New +$673K ﹤0.01% 2258

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FAIM
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Citadel Advisors
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SWMG
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AWM
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CFA
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Osaic Holdings
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Envestnet Asset Management's PPTY Position: Q1 2020 in Review

Envestnet Asset Management sold out of US Diversified Real Estate ETF (PPTY) in Q1 2020, closing a stake of 20,665 shares — an estimated $672K sold.

Envestnet Asset Management first reported a position in PPTY in Q4 2019 and held it in 1 quarter. The position peaked at $672K in Q4 2019. 16 funds tracked by Wall St. Rank hold PPTY as of Q1 2020.

  • Envestnet Asset Management reported no remaining US Diversified Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 20,665 US Diversified Real Estate ETF shares in Q1 2020, an estimated $672K.
  • Envestnet Asset Management first reported a position in US Diversified Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Envestnet Asset Management's US Diversified Real Estate ETF position peaked at $672K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.