Commonwealth Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Commonwealth Financial Services’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 Q1	$60K	Hold	770	–	–	0.07%	90
2016 Q4	$60K	Sell	770 -31,019	-98%	-$2.36M	0.06%	80
2016 Q3	$2.56M	Sell	31,789 -22,964	-42%	-$1.9M	2.41%	12
2016 Q2	$4.51M	Buy	54,753 +50,973	+1,348%	+$4M	5.31%	5
2016 Q1	$294K	Sell	3,780 -18,016	-83%	-$1.31M	0.44%	22
2015 Q4	$1.64M	Buy	21,796 +6,437	+42%	+$481K	5.56%	3
2015 Q3	$1.09M	Buy	15,359 +14,439	+1,569%	+$1.05M	1.27%	5
2015 Q2	$66K	Sell	920 -143,889	-99%	-$10.9M	0.07%	81
2015 Q1	$11.5M	Buy	144,809 +126,402	+687%	+$10.1M	10.1%	4
2014 Q4	$1.41M	Buy	+18,407	New	+$1.38M	1.27%	10

Other funds holding IYR

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Commonwealth Financial Services's IYR Position: Q1 2017 in Review

Commonwealth Financial Services held its iShares US Real Estate ETF (IYR) position steady in Q1 2017 at 770 shares worth $60K. The position accounts for 0.07% of the portfolio, ranked #90.

Commonwealth Financial Services first reported a position in IYR in Q4 2014 and has held it in 10 quarters since. The position peaked at $11.5M in Q1 2015. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

Commonwealth Financial Services held 770 shares of iShares US Real Estate ETF worth $60K as of Q1 2017.
Commonwealth Financial Services left its iShares US Real Estate ETF share count unchanged in Q1 2017.
iShares US Real Estate ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q1 2017, its #90 holding.
Commonwealth Financial Services first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's iShares US Real Estate ETF position peaked at $11.5M in Q1 2015.
341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.