FinTrust Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

FinTrust Capital Advisors’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	-23	Closed	-$2K	–	1069
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	956
2019 Q1	$2K	Sell	23 -185	-89%	-$15.3K	﹤0.01%	1102
2018 Q4	$16K	Buy	+208	New	+$16.3K	0.01%	659

Other funds holding IYR

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

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

Goldman Sachs New York $871B AUM 31.28% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FinTrust Capital Advisors's IYR Position: Q3 2019 in Review

FinTrust Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 23 shares — an estimated $2K sold.

FinTrust Capital Advisors first reported a position in IYR in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

FinTrust Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
FinTrust Capital Advisors sold 23 iShares US Real Estate ETF shares in Q3 2019, an estimated $2K.
FinTrust Capital Advisors first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 3 quarters.
FinTrust Capital Advisors's iShares US Real Estate ETF position peaked at $16K in Q4 2018.
446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on FinTrust Capital Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.