EFSCE
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Enterprise Financial Services Corp (EFSC)’s iShares US Real Estate ETF IYR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q1 		– Sell
-35
Closed -$3K – 1314
2019
Q4 		$3K Sell
35
-5
-13% -$464 ﹤0.01% 940
2019
Q3 		$4K Hold
40
– – ﹤0.01% 882
2019
Q2 		$3K Hold
40
– – ﹤0.01% 965
2019
Q1 		$3K Hold
40
– – ﹤0.01% 991
2018
Q4 		$3K Sell
40
-34
-46% -$2.67K ﹤0.01% 768
2018
Q3 		$6K Hold
74
– – ﹤0.01% 696
2018
Q2 		$6K Hold
74
– – ﹤0.01% 684
2018
Q1 		$6K Hold
74
– – ﹤0.01% 693
2017
Q4 		$6K Hold
74
– – ﹤0.01% 667
2017
Q3 		$6K Hold
74
– – ﹤0.01% 673
2017
Q2 		$6K Hold
74
– – ﹤0.01% 674
2017
Q1 		$6K Hold
74
– – ﹤0.01% 726
2016
Q4 		$6K Hold
74
– – ﹤0.01% 713
2016
Q3 		$6K Hold
74
– – ﹤0.01% 698
2016
Q2 		$6K Hold
74
– – ﹤0.01% 671
2016
Q1 		$6K Hold
74
– – ﹤0.01% 667
2015
Q4 		$6K Hold
74
– – ﹤0.01% 687
2015
Q3 		$5K Hold
74
– – ﹤0.01% 703
2015
Q2 		$5K Hold
74
– – ﹤0.01% 718
2015
Q1 		$6K Hold
74
– – ﹤0.01% 749
2014
Q4 		$6K Hold
74
– – ﹤0.01% 745
2014
Q3 		$5K Hold
74
– – ﹤0.01% 780
2014
Q2 		$5K Hold
74
– – ﹤0.01% 809
2014
Q1 		$5K Buy
+74
New +$4.91K ﹤0.01% 813

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IYR Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 35 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IYR in Q1 2014 and held it in 24 quarters. The position peaked at $6K in Q3 2018. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 35 iShares US Real Estate ETF shares in Q1 2020, an estimated $3K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 24 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares US Real Estate ETF position peaked at $6K in Q3 2018.
  • 447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.