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

CT Financial 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
2017 Q1	$259K	Buy	3,295 +18	+0.5%	+$1.41K	0.16%	130
2016 Q4	$252K	Buy	3,277 +226	+7%	+$17.2K	0.16%	129
2016 Q3	$246K	Sell	3,051 -65	-2%	-$5.38K	0.15%	127
2016 Q2	$257K	Sell	3,116 -144	-4%	-$11.3K	0.16%	121
2016 Q1	$254K	Buy	3,260 +26	+0.8%	+$1.89K	0.14%	121
2015 Q4	$243K	Buy	3,234 +46	+1%	+$3.44K	0.14%	128
2015 Q3	$226K	Hold	3,188	–	–	0.14%	128
2015 Q2	$227K	Buy	3,188 +19	+0.6%	+$1.44K	0.13%	138
2015 Q1	$251K	Buy	3,169 +18	+0.6%	+$1.44K	0.14%	131
2014 Q4	$242K	Buy	+3,151	New	+$236K	0.18%	99
2014 Q1	$251K	Buy	+3,169	New	+$210K	0.14%	131

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

CT Financial Advisors's IYR Position: Q1 2017 in Review

CT Financial Advisors increased its iShares US Real Estate ETF (IYR) stake by 0.55% in Q1 2017, buying an estimated $1.41K and bringing the position to 3,295 shares worth $259K. The position accounts for 0.16% of the portfolio, ranked #130.

CT Financial Advisors first reported a position in IYR in Q1 2014 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

CT Financial Advisors held 3,295 shares of iShares US Real Estate ETF worth $259K as of Q1 2017.
CT Financial Advisors bought 18 iShares US Real Estate ETF shares in Q1 2017, an estimated $1.41K.
iShares US Real Estate ETF made up 0.16% of CT Financial Advisors's portfolio in Q1 2017, its #130 holding.
CT Financial Advisors first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 11 quarters since.
341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.