Fairview Capital Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Fairview Capital Investment 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
2020 Q1	–	Sell	-31,300	Closed	-$1.71M	–	144
2019 Q4	$1.71M	Hold	31,300	–	–	0.08%	77
2019 Q3	$1.74M	Hold	31,300	–	–	0.09%	81
2019 Q2	$1.63M	Hold	31,300	–	–	0.08%	79
2019 Q1	$1.62M	Hold	31,300	–	–	0.09%	80
2018 Q4	$1.4M	Buy	31,300 +21,300	+213%	+$1.01M	0.08%	79
2018 Q3	$484K	Buy	+10,000	New	+$498K	0.03%	94

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fairview Capital Investment Management's USRT Position: Q1 2020 in Review

Fairview Capital Investment Management sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 31,300 shares — an estimated $1.71M sold.

Fairview Capital Investment Management first reported a position in USRT in Q3 2018 and held it in 6 quarters. The position peaked at $1.74M in Q3 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

Fairview Capital Investment Management reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
Fairview Capital Investment Management sold 31,300 iShares Core US REIT ETF shares in Q1 2020, an estimated $1.71M.
Fairview Capital Investment Management first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 6 quarters.
Fairview Capital Investment Management's iShares Core US REIT ETF position peaked at $1.74M in Q3 2019.
205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Fairview Capital Investment Management's 13F filing for Q1 2020, filed 13 May 2020.