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

Claro 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
2019
Q1 		– Sell
-133
Closed -$11K – 564
2018
Q4 		$11K Buy
+133
New +$10.5K 0.01% 655

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Claro Advisors's IYR Position: Q1 2019 in Review

Claro Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 133 shares — an estimated $11K sold.

Claro Advisors first reported a position in IYR in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

  • Claro Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 133 iShares US Real Estate ETF shares in Q1 2019, an estimated $11K.
  • Claro Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's iShares US Real Estate ETF position peaked at $11K in Q4 2018.
  • 448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.