UFA
VRTB

US Financial Advisors’s Vestin Realty Mortgage II, Inc. VRTB Stock Holding History

US Financial Advisors’s Portfolio VRTB Stock Details VRTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-182
Closed – – 659
2015
Q4 		$0 Buy
+182
New +$567 ﹤0.01% 699
2015
Q2 		– Sell
-182
Closed -$727 – 589
2015
Q1 		$1K Hold
182
– – ﹤0.01% 364
2014
Q4 		$1K Buy
+182
New +$808 ﹤0.01% 338

Other funds holding VRTB

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Financial Advisors's VRTB Position: Q1 2016 in Review

US Financial Advisors sold out of Vestin Realty Mortgage II, Inc. (VRTB) in Q1 2016, closing a stake of 182 shares.

US Financial Advisors first reported a position in VRTB in Q4 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 9 funds tracked by Wall St. Rank hold VRTB as of Q1 2016.

  • US Financial Advisors reported no remaining Vestin Realty Mortgage II, Inc. position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 182 Vestin Realty Mortgage II, Inc. shares in Q1 2016.
  • US Financial Advisors first reported a position in Vestin Realty Mortgage II, Inc. in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's Vestin Realty Mortgage II, Inc. position peaked at $1K in Q1 2015.
  • 9 funds tracked by Wall St. Rank held Vestin Realty Mortgage II, Inc. as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.