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

Tranquility 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
2020
Q1 		– Sell
-4,000
Closed -$218K – 166
2019
Q4 		$218K Hold
4,000
– – 0.2% 141
2019
Q3 		$222K Hold
4,000
– – 0.24% 137
2019
Q2 		$208K Buy
+4,000
New +$208K 0.22% 144

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MG
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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
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Tranquility Partners's USRT Position: Q1 2020 in Review

Tranquility Partners sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 4,000 shares — an estimated $218K sold.

Tranquility Partners first reported a position in USRT in Q2 2019 and held it in 3 quarters. The position peaked at $222K in Q3 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Tranquility Partners reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Tranquility Partners sold 4,000 iShares Core US REIT ETF shares in Q1 2020, an estimated $218K.
  • Tranquility Partners first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 3 quarters.
  • Tranquility Partners's iShares Core US REIT ETF position peaked at $222K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Tranquility Partners's 13F filing for Q1 2020, filed 20 Apr 2020.