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PineBridge Investments’s iShares Core US REIT ETF USRT Stock Holding History

PineBridge Investments’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
-2,000
Closed -$109K – 1022
2019
Q4 		$109K Hold
2,000
– – ﹤0.01% 887
2019
Q3 		$111K Buy
+2,000
New +$108K ﹤0.01% 928
2019
Q1 		– Sell
-10,000
Closed -$449K – 1149
2018
Q4 		$449K Hold
10,000
– – 0.01% 713
2018
Q3 		$484K Buy
+10,000
New +$498K 0.01% 748

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FA
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MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PineBridge Investments's USRT Position: Q1 2020 in Review

PineBridge Investments sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 2,000 shares — an estimated $109K sold.

PineBridge Investments first reported a position in USRT in Q3 2018 and held it in 4 quarters. The position peaked at $484K in Q3 2018. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • PineBridge Investments reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • PineBridge Investments sold 2,000 iShares Core US REIT ETF shares in Q1 2020, an estimated $109K.
  • PineBridge Investments first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 4 quarters.
  • PineBridge Investments's iShares Core US REIT ETF position peaked at $484K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on PineBridge Investments's 13F filing for Q1 2020, filed 14 May 2020.