1919 Investment Counsel’s iShares US Real Estate ETF IYR Stock Holding History

1919 Investment Counsel’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$55K	Buy	793 +400	+102%	+$29K	﹤0.01%	689
2014 Q2	$29K	Hold	393	–	–	﹤0.01%	769
2014 Q1	$27K	Hold	393	–	–	﹤0.01%	760
2013 Q4	$25K	Hold	393	–	–	﹤0.01%	768
2013 Q3	$26K	Hold	393	–	–	﹤0.01%	764
2013 Q2	$27K	Buy	+393	New	+$27.8K	﹤0.01%	743

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

1919 Investment Counsel's IYR Position: Q3 2014 in Review

1919 Investment Counsel increased its iShares US Real Estate ETF (IYR) stake by 102% in Q3 2014, buying an estimated $29K and bringing the position to 793 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

1919 Investment Counsel first reported a position in IYR in Q2 2013 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

1919 Investment Counsel held 793 shares of iShares US Real Estate ETF worth $55K as of Q3 2014.
1919 Investment Counsel bought 400 iShares US Real Estate ETF shares in Q3 2014, an estimated $29K.
iShares US Real Estate ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #689 holding.
1919 Investment Counsel first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.