Ashburton (Jersey)’s iShares US Real Estate ETF IYR Stock Holding History

Ashburton (Jersey)’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 Q4	–	Sell	-153	Closed	-$12K	–	83
2017 Q3	$12K	Buy	+153	New	+$12.3K	0.01%	82

Other funds holding IYR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ashburton (Jersey)'s IYR Position: Q4 2017 in Review

Ashburton (Jersey) sold out of iShares US Real Estate ETF (IYR) in Q4 2017, closing a stake of 153 shares — an estimated $12K sold.

Ashburton (Jersey) first reported a position in IYR in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

Ashburton (Jersey) reported no remaining iShares US Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Ashburton (Jersey) sold 153 iShares US Real Estate ETF shares in Q4 2017, an estimated $12K.
Ashburton (Jersey) first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 1 quarter.
Ashburton (Jersey)'s iShares US Real Estate ETF position peaked at $12K in Q3 2017.
387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Ashburton (Jersey)'s 13F filing for Q4 2017, filed 20 Feb 2018.