BKS Advisors’s iShares US Real Estate ETF IYR Stock Holding History

BKS Advisors’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
2019 Q1	$347K	Hold	3,984	–	–	0.14%	142
2018 Q4	$299K	Buy	+3,984	New	+$313K	0.14%	149

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BKS Advisors's IYR Position: Q1 2019 in Review

BKS Advisors held its iShares US Real Estate ETF (IYR) position steady in Q1 2019 at 3,984 shares worth $347K. The position accounts for 0.14% of the portfolio, ranked #142.

BKS Advisors first reported a position in IYR in Q4 2018 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

BKS Advisors held 3,984 shares of iShares US Real Estate ETF worth $347K as of Q1 2019.
BKS Advisors left its iShares US Real Estate ETF share count unchanged in Q1 2019.
iShares US Real Estate ETF made up 0.14% of BKS Advisors's portfolio in Q1 2019, its #142 holding.
BKS Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and has held it in 2 quarters since.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.