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

Capital Guardian 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
2017 Q2	–	Sell	-600	Closed	-$47K	–	373
2017 Q1	$47K	Hold	600	–	–	﹤0.01%	430
2016 Q4	$46K	Hold	600	–	–	﹤0.01%	452
2016 Q3	$48K	Hold	600	–	–	﹤0.01%	436
2016 Q2	$49K	Hold	600	–	–	﹤0.01%	435
2016 Q1	$47K	Hold	600	–	–	﹤0.01%	437
2015 Q4	$45K	Hold	600	–	–	﹤0.01%	461
2015 Q3	$43K	Hold	600	–	–	﹤0.01%	449
2015 Q2	$43K	Hold	600	–	–	﹤0.01%	454
2015 Q1	$48K	Hold	600	–	–	﹤0.01%	454
2014 Q4	$46K	Hold	600	–	–	﹤0.01%	409
2014 Q3	$42K	Hold	600	–	–	﹤0.01%	410
2014 Q2	$43K	Hold	600	–	–	﹤0.01%	396
2014 Q1	$41K	Hold	600	–	–	﹤0.01%	396
2013 Q4	$38K	Hold	600	–	–	﹤0.01%	392
2013 Q3	$38K	Hold	600	–	–	﹤0.01%	352
2013 Q2	$40K	Buy	+600	New	+$42.4K	﹤0.01%	339

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMIM

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

TIAAOA

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

Capital Guardian Trust's IYR Position: Q2 2017 in Review

Capital Guardian Trust sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 600 shares — an estimated $47K sold.

Capital Guardian Trust first reported a position in IYR in Q2 2013 and held it in 16 quarters. The position peaked at $49K in Q2 2016. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

Capital Guardian Trust reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 600 iShares US Real Estate ETF shares in Q2 2017, an estimated $47K.
Capital Guardian Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 16 quarters.
Capital Guardian Trust's iShares US Real Estate ETF position peaked at $49K in Q2 2016.
345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.