RAM
USRT icon

Riggs Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Riggs Asset Management’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
2017
Q1 		– Sell
-250
Closed -$12K – 290
2016
Q4 		$12K Buy
+250
New +$11.9K 0.01% 190

Other funds holding USRT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 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

Riggs Asset Management's USRT Position: Q1 2017 in Review

Riggs Asset Management sold out of iShares Core US REIT ETF (USRT) in Q1 2017, closing a stake of 250 shares — an estimated $12K sold.

Riggs Asset Management first reported a position in USRT in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 32 funds tracked by Wall St. Rank hold USRT as of Q1 2017.

  • Riggs Asset Management reported no remaining iShares Core US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Riggs Asset Management sold 250 iShares Core US REIT ETF shares in Q1 2017, an estimated $12K.
  • Riggs Asset Management first reported a position in iShares Core US REIT ETF in Q4 2016 and held it in 1 quarter.
  • Riggs Asset Management's iShares Core US REIT ETF position peaked at $12K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2017.

Based on Riggs Asset Management's 13F filing for Q1 2017, filed 1 May 2017.