Edmond de Rothschild Holding’s iShares US Real Estate ETF IYR Stock Holding History

Edmond de Rothschild Holding’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 Q3	–	Sell	-342	Closed	-$28K	–	832
2017 Q2	$28K	Hold	342	–	–	﹤0.01%	706
2017 Q1	$26K	Sell	342 -1,275	-79%	-$99.5K	﹤0.01%	715
2016 Q4	$124K	Hold	1,617	–	–	﹤0.01%	547
2016 Q3	$130K	Buy	1,617 +710	+78%	+$58.8K	﹤0.01%	558
2016 Q2	$75K	Buy	907 +495	+120%	+$38.8K	﹤0.01%	595
2016 Q1	$32K	Buy	412 +190	+86%	+$13.8K	﹤0.01%	677
2015 Q4	$17K	Hold	222	–	–	﹤0.01%	732
2015 Q3	$16K	Hold	222	–	–	﹤0.01%	745
2015 Q2	$16K	Buy	+222	New	+$16.8K	﹤0.01%	743

Other funds holding IYR

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LMIM

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Edmond de Rothschild Holding's IYR Position: Q3 2017 in Review

Edmond de Rothschild Holding sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 342 shares — an estimated $28K sold.

Edmond de Rothschild Holding first reported a position in IYR in Q2 2015 and held it in 9 quarters. The position peaked at $130K in Q3 2016. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

Edmond de Rothschild Holding reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 342 iShares US Real Estate ETF shares in Q3 2017, an estimated $28K.
Edmond de Rothschild Holding first reported a position in iShares US Real Estate ETF in Q2 2015 and held it in 9 quarters.
Edmond de Rothschild Holding's iShares US Real Estate ETF position peaked at $130K in Q3 2016.
356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2017, filed 13 Nov 2017.