Kessler Investment Group’s iShares Core US REIT ETF USRT Stock Holding History

Kessler Investment Group’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
2015 Q1	–	Sell	-1,145	Closed	-$54K	–	117
2014 Q4	$54K	Hold	1,145	–	–	0.09%	75
2014 Q3	$48K	Hold	1,145	–	–	0.08%	80
2014 Q2	$50K	Hold	1,145	–	–	0.09%	75
2014 Q1	$47K	Hold	1,145	–	–	0.1%	66
2013 Q4	$44K	Hold	1,145	–	–	0.08%	74
2013 Q3	$45K	Sell	1,145 -2,346	-67%	-$93.7K	0.12%	77
2013 Q2	$142K	Buy	+3,491	New	+$151K	0.41%	35

Other funds holding USRT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HHGA

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

ALA

Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Kessler Investment Group's USRT Position: Q1 2015 in Review

Kessler Investment Group sold out of iShares Core US REIT ETF (USRT) in Q1 2015, closing a stake of 1,145 shares — an estimated $54K sold.

Kessler Investment Group first reported a position in USRT in Q2 2013 and held it in 7 quarters. The position peaked at $142K in Q2 2013. 28 funds tracked by Wall St. Rank hold USRT as of Q1 2015.

Kessler Investment Group reported no remaining iShares Core US REIT ETF position as of Q1 2015 after selling out during the quarter.
Kessler Investment Group sold 1,145 iShares Core US REIT ETF shares in Q1 2015, an estimated $54K.
Kessler Investment Group first reported a position in iShares Core US REIT ETF in Q2 2013 and held it in 7 quarters.
Kessler Investment Group's iShares Core US REIT ETF position peaked at $142K in Q2 2013.
28 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2015.

Based on Kessler Investment Group's 13F filing for Q1 2015, filed 13 Apr 2015.