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Essex Savings Bank’s iShares US Real Estate ETF IYR Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-1,105
Closed -$96K – 410
2019
Q2 		$96K Buy
+1,105
New +$96.7K 0.03% 346

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Bank of America
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Royal Bank of Canada
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LMIM
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JP Morgan Chase
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BNP Paribas Financial Markets
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CS
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Essex Savings Bank's IYR Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 1,105 shares — an estimated $96K sold.

Essex Savings Bank first reported a position in IYR in Q2 2019 and held it in 1 quarter. The position peaked at $96K in Q2 2019. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,105 iShares US Real Estate ETF shares in Q3 2019, an estimated $96K.
  • Essex Savings Bank first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 1 quarter.
  • Essex Savings Bank's iShares US Real Estate ETF position peaked at $96K in Q2 2019.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.