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Financial Counselors Inc’s iShares US Real Estate ETF IYR Stock Holding History

Financial Counselors Inc’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
2018
Q1 		– Sell
-2,558
Closed -$207K – 497
2017
Q4 		$207K Sell
2,558
-140
-5% -$11.4K 0.01% 449
2017
Q3 		$216K Hold
2,698
– – 0.01% 450
2017
Q2 		$215K Sell
2,698
-193
-7% -$15.4K 0.01% 451
2017
Q1 		$227K Sell
2,891
-648
-18% -$50.6K 0.01% 450
2016
Q4 		$272K Buy
+3,539
New +$269K 0.01% 410
2016
Q2 		$292K Sell
3,539
-191
-5% -$15K 0.02% 369
2016
Q1 		$290K Sell
3,730
-551
-13% -$40K 0.02% 367
2015
Q4 		$321K Buy
4,281
+525
+14% +$39.2K 0.02% 352
2015
Q3 		$266K Sell
3,756
-531
-12% -$38.7K 0.02% 365
2015
Q2 		$306K Sell
4,287
-394
-8% -$29.9K 0.02% 368
2015
Q1 		$371K Sell
4,681
-248
-5% -$19.8K 0.02% 359
2014
Q4 		$379K Buy
4,929
+1,329
+37% +$99.4K 0.02% 342
2014
Q3 		$249K Hold
3,600
– – 0.02% 386
2014
Q2 		$258K Sell
3,600
-730
-17% -$51.4K 0.02% 380
2014
Q1 		$293K Hold
4,330
– – 0.02% 365
2013
Q4 		$273K Sell
4,330
-241
-5% -$15.5K 0.02% 355
2013
Q3 		$292K Sell
4,571
-229
-5% -$15K 0.02% 340
2013
Q2 		$319K Buy
+4,800
New +$339K 0.03% 320

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Counselors Inc's IYR Position: Q1 2018 in Review

Financial Counselors Inc sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 2,558 shares — an estimated $207K sold.

Financial Counselors Inc first reported a position in IYR in Q2 2013 and held it in 18 quarters. The position peaked at $379K in Q4 2014. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • Financial Counselors Inc reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 2,558 iShares US Real Estate ETF shares in Q1 2018, an estimated $207K.
  • Financial Counselors Inc first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 18 quarters.
  • Financial Counselors Inc's iShares US Real Estate ETF position peaked at $379K in Q4 2014.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Financial Counselors Inc's 13F filing for Q1 2018, filed 26 Apr 2018.