Fiduciary Trust International’s iShares US Real Estate ETF IYR Stock Holding History

Fiduciary Trust International’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 Q1	–	Sell	-855	Closed	-$64K	–	345
2018 Q4	$64K	Buy	+855	New	+$67.2K	0.02%	171
2014 Q2	–	Sell	-4,777	Closed	-$323K	–	133
2014 Q1	$323K	Hold	4,777	–	–	0.09%	102
2013 Q4	$301K	Sell	4,777 -28,524	-86%	-$1.84M	0.08%	97
2013 Q3	$2.12M	Sell	33,301 -61,802	-65%	-$4.04M	0.71%	26
2013 Q2	$6.32M	Buy	+95,103	New	+$6.72M	2.39%	7

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TIAAOA

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fiduciary Trust International's IYR Position: Q1 2019 in Review

Fiduciary Trust International sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 855 shares — an estimated $64K sold.

Fiduciary Trust International first reported a position in IYR in Q2 2013 and held it in 5 quarters. The position peaked at $6.32M in Q2 2013. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

Fiduciary Trust International reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Fiduciary Trust International sold 855 iShares US Real Estate ETF shares in Q1 2019, an estimated $64K.
Fiduciary Trust International first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 5 quarters.
Fiduciary Trust International's iShares US Real Estate ETF position peaked at $6.32M in Q2 2013.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Fiduciary Trust International's 13F filing for Q1 2019, filed 7 May 2019.