GTAM
USRT icon

Global Trust Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Global Trust Asset 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
2019
Q3 		– Sell
-25
Closed -$1K – 441
2019
Q2 		$1K Buy
+25
New +$1.3K ﹤0.01% 394

Other funds holding USRT

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Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Global Trust Asset Management's USRT Position: Q3 2019 in Review

Global Trust Asset Management sold out of iShares Core US REIT ETF (USRT) in Q3 2019, closing a stake of 25 shares — an estimated $1K sold.

Global Trust Asset Management first reported a position in USRT in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

  • Global Trust Asset Management reported no remaining iShares Core US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Global Trust Asset Management sold 25 iShares Core US REIT ETF shares in Q3 2019, an estimated $1K.
  • Global Trust Asset Management first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 1 quarter.
  • Global Trust Asset Management's iShares Core US REIT ETF position peaked at $1K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on Global Trust Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.