Koshinski Asset Management
BBRE icon

Koshinski Asset Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Koshinski Asset Management’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,052
Closed -$432K – 513
2020
Q2 		$432K Buy
+6,052
New +$417K 0.07% 308

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AWA
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HighTower Advisors
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AssetMark Inc
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Koshinski Asset Management's BBRE Position: Q3 2020 in Review

Koshinski Asset Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2020, closing a stake of 6,052 shares — an estimated $432K sold.

Koshinski Asset Management first reported a position in BBRE in Q2 2020 and held it in 1 quarter. The position peaked at $432K in Q2 2020. 23 funds tracked by Wall St. Rank hold BBRE as of Q3 2020.

  • Koshinski Asset Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Koshinski Asset Management sold 6,052 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2020, an estimated $432K.
  • Koshinski Asset Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and held it in 1 quarter.
  • Koshinski Asset Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $432K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2020.

Based on Koshinski Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.