United Services Automobile Association’s iShares Core US REIT ETF USRT Stock Holding History

United Services Automobile Association’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
2019 Q3	–	Sell	-1,023,720	Closed	-$53.3M	–	1674
2019 Q2	$53.3M	Sell	1,023,720 -239,550	-19%	-$12.5M	0.13%	187
2019 Q1	$65.3M	Buy	1,263,270 +696,560	+123%	+$34.5M	0.17%	153
2018 Q4	$25.4M	Buy	566,710 +15,710	+3%	+$744K	0.07%	291
2018 Q3	$26.7M	Buy	551,000 +122,500	+29%	+$6.11M	0.07%	302
2018 Q2	$21.1M	Buy	428,500 +200,000	+88%	+$9.32M	0.06%	337
2018 Q1	$10.3M	Hold	228,500	–	–	0.03%	526
2017 Q4	$11.3M	Sell	228,500 -6,500	-3%	-$323K	0.03%	500
2017 Q3	$11.6M	Buy	+235,000	New	+$11.6M	0.03%	480

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

United Services Automobile Association's USRT Position: Q3 2019 in Review

United Services Automobile Association sold out of iShares Core US REIT ETF (USRT) in Q3 2019, closing a stake of 1,023,720 shares — an estimated $53.3M sold.

United Services Automobile Association first reported a position in USRT in Q3 2017 and held it in 8 quarters. The position peaked at $65.3M in Q1 2019. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

United Services Automobile Association reported no remaining iShares Core US REIT ETF position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 1,023,720 iShares Core US REIT ETF shares in Q3 2019, an estimated $53.3M.
United Services Automobile Association first reported a position in iShares Core US REIT ETF in Q3 2017 and held it in 8 quarters.
United Services Automobile Association's iShares Core US REIT ETF position peaked at $65.3M in Q1 2019.
180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.