CSat Investment Advisory’s iShares US Real Estate ETF IYR Stock Holding History

CSat Investment Advisory’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 Q3	–	Sell	-1,315	Closed	-$104K	–	1102
2020 Q2	$104K	Sell	1,315 -1,367	-51%	-$104K	0.01%	456
2020 Q1	$187K	Buy	2,682 +240	+10%	+$21.2K	0.04%	248
2019 Q4	$227K	Sell	2,442 -72	-3%	-$6.67K	0.06%	216
2019 Q3	$235K	Buy	2,514 +108	+4%	+$9.84K	0.07%	188
2019 Q2	$210K	Buy	2,406 +534	+29%	+$46.7K	0.07%	184
2019 Q1	$163K	Sell	1,872 -837	-31%	-$69.2K	0.08%	134
2018 Q4	$203K	Buy	2,709 +1,960	+262%	+$154K	0.12%	103
2018 Q3	$60K	Sell	749 -1,047	-58%	-$85.4K	0.03%	146
2018 Q2	$145K	Buy	+1,796	New	+$138K	0.08%	125

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LMIM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSat Investment Advisory's IYR Position: Q3 2020 in Review

CSat Investment Advisory sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 1,315 shares — an estimated $104K sold.

CSat Investment Advisory first reported a position in IYR in Q2 2018 and held it in 9 quarters. The position peaked at $235K in Q3 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

CSat Investment Advisory reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,315 iShares US Real Estate ETF shares in Q3 2020, an estimated $104K.
CSat Investment Advisory first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 9 quarters.
CSat Investment Advisory's iShares US Real Estate ETF position peaked at $235K in Q3 2019.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.