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

Ballentine 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
2017
Q4 		– Sell
-708
Closed -$57K – 399
2017
Q3 		$57K Hold
708
– – ﹤0.01% 403
2017
Q2 		$57K Buy
+708
New +$56.3K ﹤0.01% 400

Other funds holding IYR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ballentine Partners's IYR Position: Q4 2017 in Review

Ballentine Partners sold out of iShares US Real Estate ETF (IYR) in Q4 2017, closing a stake of 708 shares — an estimated $57K sold.

Ballentine Partners first reported a position in IYR in Q2 2017 and held it in 2 quarters. The position peaked at $57K in Q3 2017. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

  • Ballentine Partners reported no remaining iShares US Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Ballentine Partners sold 708 iShares US Real Estate ETF shares in Q4 2017, an estimated $57K.
  • Ballentine Partners first reported a position in iShares US Real Estate ETF in Q2 2017 and held it in 2 quarters.
  • Ballentine Partners's iShares US Real Estate ETF position peaked at $57K in Q3 2017.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Ballentine Partners's 13F filing for Q4 2017, filed 2 Feb 2018.