American Investment Services’s iShares US Real Estate ETF IYR Stock Holding History

American Investment Services’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
2017 Q3	–	Sell	-3,309	Closed	-$264K	–	114
2017 Q2	$264K	Buy	+3,309	New	+$263K	0.1%	91
2016 Q3	–	Sell	-2,459	Closed	-$203K	–	103
2016 Q2	$203K	Sell	2,459 -140	-5%	-$11K	0.09%	95
2016 Q1	$202K	Buy	+2,599	New	+$189K	0.1%	87
2015 Q2	–	Sell	-2,599	Closed	-$206K	–	84
2015 Q1	$206K	Sell	2,599 -430	-14%	-$34.4K	0.11%	76
2014 Q4	$233K	Sell	3,029 -40	-1%	-$2.99K	0.13%	73
2014 Q3	$212K	Hold	3,069	–	–	0.12%	74
2014 Q2	$220K	Hold	3,069	–	–	0.12%	76
2014 Q1	$208K	Buy	+3,069	New	+$204K	0.12%	72

Other funds holding IYR

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

American Investment Services's IYR Position: Q3 2017 in Review

American Investment Services sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 3,309 shares — an estimated $264K sold.

American Investment Services first reported a position in IYR in Q1 2014 and held it in 8 quarters. The position peaked at $264K in Q2 2017. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

American Investment Services reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
American Investment Services sold 3,309 iShares US Real Estate ETF shares in Q3 2017, an estimated $264K.
American Investment Services first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 8 quarters.
American Investment Services's iShares US Real Estate ETF position peaked at $264K in Q2 2017.
356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on American Investment Services's 13F filing for Q3 2017, filed 12 Oct 2017.