PP
USRT icon

Palladium Partners’s iShares Core US REIT ETF USRT Stock Holding History

Palladium Partners’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
2013
Q4 		– Sell
-500
Closed -$19K – 462
2013
Q3 		$19K Sell
500
-5,000
-91% -$200K ﹤0.01% 431
2013
Q2 		$223K Buy
+5,500
New +$238K 0.02% 228

Other funds holding USRT

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Palladium Partners's USRT Position: Q4 2013 in Review

Palladium Partners sold out of iShares Core US REIT ETF (USRT) in Q4 2013, closing a stake of 500 shares — an estimated $19K sold.

Palladium Partners first reported a position in USRT in Q2 2013 and held it in 2 quarters. The position peaked at $223K in Q2 2013. 27 funds tracked by Wall St. Rank hold USRT as of Q4 2013.

  • Palladium Partners reported no remaining iShares Core US REIT ETF position as of Q4 2013 after selling out during the quarter.
  • Palladium Partners sold 500 iShares Core US REIT ETF shares in Q4 2013, an estimated $19K.
  • Palladium Partners first reported a position in iShares Core US REIT ETF in Q2 2013 and held it in 2 quarters.
  • Palladium Partners's iShares Core US REIT ETF position peaked at $223K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2013.

Based on Palladium Partners's 13F filing for Q4 2013, filed 21 Jan 2014.