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Cardan Capital Partners’s iShares US Real Estate ETF IYR Stock Holding History

Cardan Capital Partners’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
-2,817
Closed -$227K – 183
2018
Q2 		$227K Sell
2,817
-52
-2% -$4.01K 0.04% 164
2018
Q1 		$217K Buy
2,869
+207
+8% +$15.7K 0.04% 174
2017
Q4 		$215K Buy
+2,662
New +$216K 0.04% 120

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
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

Cardan Capital Partners's IYR Position: Q3 2018 in Review

Cardan Capital Partners sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 2,817 shares — an estimated $227K sold.

Cardan Capital Partners first reported a position in IYR in Q4 2017 and held it in 3 quarters. The position peaked at $227K in Q2 2018. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Cardan Capital Partners reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Cardan Capital Partners sold 2,817 iShares US Real Estate ETF shares in Q3 2018, an estimated $227K.
  • Cardan Capital Partners first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Cardan Capital Partners's iShares US Real Estate ETF position peaked at $227K in Q2 2018.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Cardan Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.