Personal Financial Consultants’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-29,392
Closed -$1.32M 26
2018
Q4
$1.32M Buy
+29,392
New +$1.39M 1.11% 19

Other funds holding USRT

Personal Financial Consultants's USRT Position: Q1 2019 in Review

Personal Financial Consultants sold out of iShares Core US REIT ETF (USRT) in Q1 2019, closing a stake of 29,392 shares — an estimated $1.32M sold.

Personal Financial Consultants first reported a position in USRT in Q4 2018 and held it in 1 quarter. The position peaked at $1.32M in Q4 2018. 151 funds tracked by Wall St. Rank hold USRT as of Q1 2019.

  • Personal Financial Consultants reported no remaining iShares Core US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 29,392 iShares Core US REIT ETF shares in Q1 2019, an estimated $1.32M.
  • Personal Financial Consultants first reported a position in iShares Core US REIT ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Core US REIT ETF position peaked at $1.32M in Q4 2018.
  • 151 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.