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

Bristol 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
2018 Q3	–	Sell	-5,100	Closed	-$411K	–	70
2018 Q2	$411K	Buy	+5,100	New	+$393K	0.81%	24
2017 Q4	–	Sell	-3,000	Closed	-$240K	–	92
2017 Q3	$240K	Buy	+3,000	New	+$241K	0.24%	58
2017 Q1	–	Sell	-9,600	Closed	-$739K	–	70
2016 Q4	$739K	Buy	+9,600	New	+$729K	0.75%	25

Other funds holding IYR

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bristol Advisors's IYR Position: Q3 2018 in Review

Bristol Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 5,100 shares — an estimated $411K sold.

Bristol Advisors first reported a position in IYR in Q4 2016 and held it in 3 quarters. The position peaked at $739K in Q4 2016. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

Bristol Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Bristol Advisors sold 5,100 iShares US Real Estate ETF shares in Q3 2018, an estimated $411K.
Bristol Advisors first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 3 quarters.
Bristol Advisors's iShares US Real Estate ETF position peaked at $739K in Q4 2016.
387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Bristol Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.