Apriem Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Apriem Advisors’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 Q2	–	Sell	-35	Closed	-$3K	–	341
2017 Q1	$3K	Hold	35	–	–	﹤0.01%	552
2016 Q4	$3K	Hold	35	–	–	﹤0.01%	578
2016 Q3	$3K	Hold	35	–	–	﹤0.01%	506
2016 Q2	$3K	Hold	35	–	–	﹤0.01%	511
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	497
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	478
2015 Q3	$2K	Hold	35	–	–	﹤0.01%	473
2015 Q2	$2K	Hold	35	–	–	﹤0.01%	577
2015 Q1	$3K	Hold	35	–	–	﹤0.01%	500
2014 Q4	$3K	Hold	35	–	–	﹤0.01%	468
2014 Q3	$2K	Hold	35	–	–	﹤0.01%	483
2014 Q2	$3K	Hold	35	–	–	﹤0.01%	420
2014 Q1	$2K	Hold	35	–	–	﹤0.01%	451
2013 Q4	$2K	Sell	35 -75	-68%	-$4.83K	﹤0.01%	463
2013 Q3	$7K	Buy	110 +75	+214%	+$4.9K	﹤0.01%	379
2013 Q2	$2K	Buy	+35	New	+$2.47K	﹤0.01%	425

Other funds holding IYR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Apriem Advisors's IYR Position: Q2 2017 in Review

Apriem Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 35 shares — an estimated $3K sold.

Apriem Advisors first reported a position in IYR in Q2 2013 and held it in 16 quarters. The position peaked at $7K in Q3 2013. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

Apriem Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 35 iShares US Real Estate ETF shares in Q2 2017, an estimated $3K.
Apriem Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 16 quarters.
Apriem Advisors's iShares US Real Estate ETF position peaked at $7K in Q3 2013.
345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.