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Capital Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

Capital Bank & Trust’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
-253
Closed -$24K – 740
2019
Q4 		$24K Buy
+253
New +$23.5K ﹤0.01% 507
2017
Q4 		– Sell
-600
Closed -$48K – 715
2017
Q3 		$48K Hold
600
– – ﹤0.01% 381
2017
Q2 		$48K Buy
+600
New +$47.7K ﹤0.01% 359

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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 $11.5B AUM 18.72% 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

Capital Bank & Trust's IYR Position: Q1 2020 in Review

Capital Bank & Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 253 shares — an estimated $24K sold.

Capital Bank & Trust first reported a position in IYR in Q2 2017 and held it in 3 quarters. The position peaked at $48K in Q3 2017. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Capital Bank & Trust reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 253 iShares US Real Estate ETF shares in Q1 2020, an estimated $24K.
  • Capital Bank & Trust first reported a position in iShares US Real Estate ETF in Q2 2017 and held it in 3 quarters.
  • Capital Bank & Trust's iShares US Real Estate ETF position peaked at $48K in Q3 2017.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.