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

Beacon Investment Advisory 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
2018
Q1 		– Sell
-7,800
Closed -$632K – 261
2017
Q4 		$632K Buy
+7,800
New +$633K 0.07% 134

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Citigroup
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Investment Advisory Services's IYR Position: Q1 2018 in Review

Beacon Investment Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 7,800 shares — an estimated $632K sold.

Beacon Investment Advisory Services first reported a position in IYR in Q4 2017 and held it in 1 quarter. The position peaked at $632K in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • Beacon Investment Advisory Services reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 7,800 iShares US Real Estate ETF shares in Q1 2018, an estimated $632K.
  • Beacon Investment Advisory Services first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's iShares US Real Estate ETF position peaked at $632K in Q4 2017.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2018, filed 26 Apr 2018.