PFG
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Pacific Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Pacific Financial 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
2020
Q1 		– Sell
-167,595
Closed -$9.15M – 76
2019
Q4 		$9.15M Buy
167,595
+22,882
+16% +$1.26M 0.9% 27
2019
Q3 		$7.53M Buy
+144,713
New +$7.78M 0.82% 26

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TC
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Thrivent Financial for Lutherans
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JA
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CL
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Pacific Financial Group's USRT Position: Q1 2020 in Review

Pacific Financial Group sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 167,595 shares — an estimated $9.15M sold.

Pacific Financial Group first reported a position in USRT in Q3 2019 and held it in 2 quarters. The position peaked at $9.15M in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Pacific Financial Group reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Pacific Financial Group sold 167,595 iShares Core US REIT ETF shares in Q1 2020, an estimated $9.15M.
  • Pacific Financial Group first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 2 quarters.
  • Pacific Financial Group's iShares Core US REIT ETF position peaked at $9.15M in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.