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

Berkeley Capital 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
2020
Q1 		– Sell
-4,260
Closed -$397K – 124
2019
Q4 		$397K Buy
+4,260
New +$395K 0.2% 92

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Morgan Stanley New York $1.66T AUM 25.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Berkeley Capital Partners's IYR Position: Q1 2020 in Review

Berkeley Capital Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 4,260 shares — an estimated $397K sold.

Berkeley Capital Partners first reported a position in IYR in Q4 2019 and held it in 1 quarter. The position peaked at $397K in Q4 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Berkeley Capital Partners reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Berkeley Capital Partners sold 4,260 iShares US Real Estate ETF shares in Q1 2020, an estimated $397K.
  • Berkeley Capital Partners first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Berkeley Capital Partners's iShares US Real Estate ETF position peaked at $397K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Berkeley Capital Partners's 13F filing for Q1 2020, filed 21 Apr 2020.