JCM
USRT icon

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

Jacobi Capital 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
2018
Q4 		– Sell
-673
Closed -$33K – 1013
2018
Q3 		$33K Buy
+673
New +$33.5K 0.01% 491

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JA
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FA
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PFA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Jacobi Capital Management's USRT Position: Q4 2018 in Review

Jacobi Capital Management sold out of iShares Core US REIT ETF (USRT) in Q4 2018, closing a stake of 673 shares — an estimated $33K sold.

Jacobi Capital Management first reported a position in USRT in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 138 funds tracked by Wall St. Rank hold USRT as of Q4 2018.

  • Jacobi Capital Management reported no remaining iShares Core US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Jacobi Capital Management sold 673 iShares Core US REIT ETF shares in Q4 2018, an estimated $33K.
  • Jacobi Capital Management first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 1 quarter.
  • Jacobi Capital Management's iShares Core US REIT ETF position peaked at $33K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2018.

Based on Jacobi Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.