SFSIG
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San Francisco Sentry Investment Group’s iShares Core US REIT ETF USRT Stock Holding History

San Francisco Sentry Investment 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
2018
Q2 		– Sell
-480
Closed -$22K – 877
2018
Q1 		$22K Hold
480
– – 0.01% 562
2017
Q4 		$24K Hold
480
– – 0.01% 545
2017
Q3 		$24K Hold
480
– – 0.01% 524
2017
Q2 		$24K Buy
+480
New +$23.7K 0.01% 440
2014
Q4 		– Sell
-480
Closed -$20K – 430
2014
Q3 		$20K Hold
480
– – 0.01% 402
2014
Q2 		$21K Buy
+480
New +$20.5K 0.01% 408

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Francisco Sentry Investment Group's USRT Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares Core US REIT ETF (USRT) in Q2 2018, closing a stake of 480 shares — an estimated $22K sold.

San Francisco Sentry Investment Group first reported a position in USRT in Q2 2014 and held it in 6 quarters. The position peaked at $24K in Q4 2017. 86 funds tracked by Wall St. Rank hold USRT as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining iShares Core US REIT ETF position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 480 iShares Core US REIT ETF shares in Q2 2018, an estimated $22K.
  • San Francisco Sentry Investment Group first reported a position in iShares Core US REIT ETF in Q2 2014 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's iShares Core US REIT ETF position peaked at $24K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.