Blue Bell Private Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Blue Bell Private Wealth Management’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	-60	Closed	-$5K	–	216
2018 Q3	$5K	Hold	60	–	–	﹤0.01%	191
2018 Q2	$5K	Hold	60	–	–	﹤0.01%	186
2018 Q1	$4K	Sell	60 -50	-45%	-$3.79K	﹤0.01%	199
2017 Q4	$8K	Hold	110	–	–	﹤0.01%	186
2017 Q3	$9K	Sell	110 -242	-69%	-$19.4K	﹤0.01%	183
2017 Q2	$28K	Hold	352	–	–	0.01%	150
2017 Q1	$28K	Sell	352 -15	-4%	-$1.17K	0.02%	151
2016 Q4	$29K	Buy	+367	New	+$27.9K	0.02%	151

Other funds holding IYR

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Blue Bell Private Wealth Management's IYR Position: Q4 2018 in Review

Blue Bell Private Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 60 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in IYR in Q4 2016 and held it in 8 quarters. The position peaked at $29K in Q4 2016. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

Blue Bell Private Wealth Management reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Blue Bell Private Wealth Management sold 60 iShares US Real Estate ETF shares in Q4 2018, an estimated $5K.
Blue Bell Private Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 8 quarters.
Blue Bell Private Wealth Management's iShares US Real Estate ETF position peaked at $29K in Q4 2016.
429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2018, filed 16 Jan 2019.