Holt-Smith Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Holt-Smith Advisors’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
2013 Q2	$2.88M	Buy	+70,908	New	+$3.07M	4.06%	5

Other funds holding USRT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Holt-Smith Advisors's USRT Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q2 2013: 70,908 shares worth $2.88M. The stake represents 4.06% of the portfolio and ranks #5 among its holdings.

27 funds tracked by Wall St. Rank hold USRT as of Q2 2013.

Holt-Smith Advisors held 70,908 shares of iShares Core US REIT ETF worth $2.88M as of Q2 2013.
iShares Core US REIT ETF was a new Holt-Smith Advisors position in Q2 2013.
iShares Core US REIT ETF made up 4.06% of Holt-Smith Advisors's portfolio in Q2 2013, its #5 holding.
27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.