VAM
USRT icon

Visionary Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Visionary Asset Management’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
Q4 		– Sell
-7,925
Closed -$393K – 274
2018
Q3 		$393K Buy
+7,925
New +$395K 0.13% 150

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LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Visionary Asset Management's USRT Position: Q4 2018 in Review

Visionary Asset Management sold out of iShares Core US REIT ETF (USRT) in Q4 2018, closing a stake of 7,925 shares — an estimated $393K sold.

Visionary Asset Management first reported a position in USRT in Q3 2018 and held it in 1 quarter. The position peaked at $393K in Q3 2018. 138 funds tracked by Wall St. Rank hold USRT as of Q4 2018.

  • Visionary Asset Management reported no remaining iShares Core US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 7,925 iShares Core US REIT ETF shares in Q4 2018, an estimated $393K.
  • Visionary Asset Management first reported a position in iShares Core US REIT ETF in Q3 2018 and held it in 1 quarter.
  • Visionary Asset Management's iShares Core US REIT ETF position peaked at $393K in Q3 2018.
  • 138 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.