SP
USRT icon

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

SWS 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
2018
Q2 		– Sell
-87
Closed -$4K – 298
2018
Q1 		$4K Hold
87
– – ﹤0.01% 337
2017
Q4 		$4K Buy
+87
New +$4.33K ﹤0.01% 344

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JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 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 $1.89T AUM 35.08% 1-Year Est. Return

SWS Partners's USRT Position: Q2 2018 in Review

SWS Partners sold out of iShares Core US REIT ETF (USRT) in Q2 2018, closing a stake of 87 shares — an estimated $4K sold.

SWS Partners first reported a position in USRT in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 86 funds tracked by Wall St. Rank hold USRT as of Q2 2018.

  • SWS Partners reported no remaining iShares Core US REIT ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 87 iShares Core US REIT ETF shares in Q2 2018, an estimated $4K.
  • SWS Partners first reported a position in iShares Core US REIT ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's iShares Core US REIT ETF position peaked at $4K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.