FFS
USRT icon

Founders Financial Securities’s iShares Core US REIT ETF USRT Stock Holding History

Founders Financial Securities’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
-6,090
Closed -$231K – 83
2013
Q4 		$231K Buy
+6,090
New +$238K 0.19% 60

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 $2.31B AUM 21.64% 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

Founders Financial Securities's USRT Position: Q1 2014 in Review

Founders Financial Securities sold out of iShares Core US REIT ETF (USRT) in Q1 2014, closing a stake of 6,090 shares — an estimated $231K sold.

Founders Financial Securities first reported a position in USRT in Q4 2013 and held it in 1 quarter. The position peaked at $231K in Q4 2013. 23 funds tracked by Wall St. Rank hold USRT as of Q1 2014.

  • Founders Financial Securities reported no remaining iShares Core US REIT ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Financial Securities sold 6,090 iShares Core US REIT ETF shares in Q1 2014, an estimated $231K.
  • Founders Financial Securities first reported a position in iShares Core US REIT ETF in Q4 2013 and held it in 1 quarter.
  • Founders Financial Securities's iShares Core US REIT ETF position peaked at $231K in Q4 2013.
  • 23 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2014.

Based on Founders Financial Securities's 13F filing for Q1 2014, filed 14 May 2014.