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Dumont & Blake Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Dumont & Blake Investment 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
2018
Q1 		– Sell
-11,786
Closed -$955K – 198
2017
Q4 		$955K Buy
11,786
+35
+0.3% +$2.84K 0.39% 94
2017
Q3 		$939K Buy
11,751
+205
+2% +$16.5K 0.4% 93
2017
Q2 		$921K Buy
11,546
+300
+3% +$23.9K 0.41% 90
2017
Q1 		$883K Buy
11,246
+103
+0.9% +$8.04K 0.4% 88
2016
Q4 		$857K Buy
11,143
+60
+0.5% +$4.56K 0.4% 87
2016
Q3 		$894K Buy
11,083
+100
+0.9% +$8.28K 0.44% 84
2016
Q2 		$905K Buy
10,983
+140
+1% +$11K 0.45% 82
2016
Q1 		$844K Buy
10,843
+465
+4% +$33.7K 0.44% 82
2015
Q4 		$779K Sell
10,378
-195
-2% -$14.6K 0.4% 88
2015
Q3 		$750K Sell
10,573
-70
-0.7% -$5.1K 0.41% 92
2015
Q2 		$759K Buy
10,643
+136
+1% +$10.3K 0.37% 102
2015
Q1 		$833K Buy
10,507
+615
+6% +$49.2K 0.4% 96
2014
Q4 		$760K Buy
9,892
+465
+5% +$34.8K 0.38% 98
2014
Q3 		$652K Sell
9,427
-146
-2% -$10.6K 0.34% 106
2014
Q2 		$687K Sell
9,573
-49
-0.5% -$3.45K 0.34% 107
2014
Q1 		$651K Buy
9,622
+741
+8% +$49.2K 0.34% 109
2013
Q4 		$560K Sell
8,881
-4,535
-34% -$292K 0.29% 116
2013
Q3 		$856K Buy
13,416
+331
+3% +$21.6K 0.41% 99
2013
Q2 		$869K Buy
+13,085
New +$925K 0.52% 81

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dumont & Blake Investment Advisors's IYR Position: Q1 2018 in Review

Dumont & Blake Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 11,786 shares — an estimated $955K sold.

Dumont & Blake Investment Advisors first reported a position in IYR in Q2 2013 and held it in 19 quarters. The position peaked at $955K in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • Dumont & Blake Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 11,786 iShares US Real Estate ETF shares in Q1 2018, an estimated $955K.
  • Dumont & Blake Investment Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 19 quarters.
  • Dumont & Blake Investment Advisors's iShares US Real Estate ETF position peaked at $955K in Q4 2017.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.