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Northwest Investment Counselors’s iShares Core US REIT ETF USRT Stock Holding History

Northwest Investment Counselors’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
2020
Q4 		– Sell
-41
Closed -$2K – 418
2020
Q3 		$2K Buy
+41
New +$1.83K ﹤0.01% 455

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Schroder Investment Management Group
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Envestnet Asset Management
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MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
TC
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CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PNC Financial Services Group
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Northwest Investment Counselors's USRT Position: Q4 2020 in Review

Northwest Investment Counselors sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 41 shares — an estimated $2K sold.

Northwest Investment Counselors first reported a position in USRT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • Northwest Investment Counselors reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Northwest Investment Counselors sold 41 iShares Core US REIT ETF shares in Q4 2020, an estimated $2K.
  • Northwest Investment Counselors first reported a position in iShares Core US REIT ETF in Q3 2020 and held it in 1 quarter.
  • Northwest Investment Counselors's iShares Core US REIT ETF position peaked at $2K in Q3 2020.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on Northwest Investment Counselors's 13F filing for Q4 2020, filed 26 Jan 2021.