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Ausdal Financial Partners’s iShares US Real Estate ETF IYR Stock Holding History

Ausdal Financial Partners’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
2018
Q4 		– Sell
-3,886
Closed -$311K – 336
2018
Q3 		$311K Hold
3,886
– – 0.09% 270
2018
Q2 		$313K Sell
3,886
-234
-6% -$18K 0.1% 268
2018
Q1 		$311K Hold
4,120
– – 0.11% 242
2017
Q4 		$334K Sell
4,120
-85
-2% -$6.9K 0.12% 235
2017
Q3 		$336K Buy
4,205
+36
+0.9% +$2.89K 0.13% 203
2017
Q2 		$333K Sell
4,169
-50
-1% -$3.98K 0.14% 198
2017
Q1 		$331K Sell
4,219
-100
-2% -$7.8K 0.15% 180
2016
Q4 		$332K Sell
4,319
-1,147
-21% -$87.2K 0.16% 165
2016
Q3 		$441K Buy
5,466
+547
+11% +$45.3K 0.22% 127
2016
Q2 		$405K Buy
4,919
+999
+25% +$78.3K 0.21% 125
2016
Q1 		$305K Sell
3,920
-180
-4% -$13.1K 0.17% 148
2015
Q4 		$308K Buy
+4,100
New +$306K 0.16% 152

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ausdal Financial Partners's IYR Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 3,886 shares — an estimated $311K sold.

Ausdal Financial Partners first reported a position in IYR in Q4 2015 and held it in 12 quarters. The position peaked at $441K in Q3 2016. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

  • Ausdal Financial Partners reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,886 iShares US Real Estate ETF shares in Q4 2018, an estimated $311K.
  • Ausdal Financial Partners first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 12 quarters.
  • Ausdal Financial Partners's iShares US Real Estate ETF position peaked at $441K in Q3 2016.
  • 429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.