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Everett Capital Advisors (UK)’s iShares US Real Estate ETF IYR Stock Holding History

Everett Capital Advisors (UK)’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
Q4 		– Sell
-416,600
Closed -$39M – 12
2019
Q3 		$39M Sell
416,600
-56,400
-12% -$5.14M 6.31% 5
2019
Q2 		$41.3M Sell
473,000
-563,800
-54% -$49.4M 4.95% 3
2019
Q1 		$90.2M Buy
+1,036,800
New +$85.7M 8.97% 2
2018
Q4 		– Sell
-694,000
Closed -$55.5M – 26
2018
Q3 		$55.5M Buy
694,000
+174,000
+33% +$14.2M 8.08% 2
2018
Q2 		$41.9M Buy
+520,000
New +$40.1M 2.89% 5

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return