WDL
USRT icon

Well Done LLC’s iShares Core US REIT ETF USRT Stock Holding History

Well Done LLC’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
Q1 		– Sell
-34
Closed -$2K – 621
2018
Q4 		$2K Buy
+34
New +$1.61K ﹤0.01% 655
2016
Q1 		– Sell
-10,280
Closed -$487K – 96
2015
Q4 		$487K Buy
+10,280
New +$477K 0.17% 51

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USAA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Well Done LLC's USRT Position: Q1 2019 in Review

Well Done LLC sold out of iShares Core US REIT ETF (USRT) in Q1 2019, closing a stake of 34 shares — an estimated $2K sold.

Well Done LLC first reported a position in USRT in Q4 2015 and held it in 2 quarters. The position peaked at $487K in Q4 2015. 151 funds tracked by Wall St. Rank hold USRT as of Q1 2019.

  • Well Done LLC reported no remaining iShares Core US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 34 iShares Core US REIT ETF shares in Q1 2019, an estimated $2K.
  • Well Done LLC first reported a position in iShares Core US REIT ETF in Q4 2015 and held it in 2 quarters.
  • Well Done LLC's iShares Core US REIT ETF position peaked at $487K in Q4 2015.
  • 151 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.