First Allied Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

First Allied Advisory Services’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
2020 Q3	$437K	Sell	5,469 -2,523	-32%	-$204K	0.01%	762
2020 Q2	$630K	Buy	7,992 +425	+6%	+$32.2K	0.02%	573
2020 Q1	$526K	Sell	7,567 -27,997	-79%	-$2.48M	0.02%	580
2019 Q4	$3.31M	Sell	35,564 -29,673	-45%	-$2.75M	0.11%	212
2019 Q3	$6.1M	Buy	65,237 +7,475	+13%	+$681K	0.22%	112
2019 Q2	$5.04M	Buy	57,762 +18,089	+46%	+$1.58M	0.17%	143
2019 Q1	$3.44M	Buy	39,673 +31,190	+368%	+$2.58M	0.12%	200
2018 Q4	$635K	Sell	8,483 -466	-5%	-$36.6K	0.03%	535
2018 Q3	$714K	Buy	8,949 +3,328	+59%	+$271K	0.02%	582
2018 Q2	$453K	Sell	5,621 -302	-5%	-$23.3K	0.02%	709
2018 Q1	$447K	Buy	5,923 +1,591	+37%	+$121K	0.02%	708
2017 Q4	$348K	Sell	4,332 -21,717	-83%	-$1.76M	0.01%	805
2017 Q3	$2.08M	Buy	26,049 +15,876	+156%	+$1.28M	0.09%	243
2017 Q2	$807K	Buy	10,173 +7,347	+260%	+$584K	0.04%	479
2017 Q1	$222K	Sell	2,826 -2,713	-49%	-$212K	0.01%	946
2016 Q4	$426K	Sell	5,539 -12,164	-69%	-$924K	0.02%	641
2016 Q3	$1.43M	Sell	17,703 -8,634	-33%	-$715K	0.08%	273
2016 Q2	$2.17M	Sell	26,337 -3,538	-12%	-$277K	0.12%	192
2016 Q1	$2.33M	Buy	29,875 +1,782	+6%	+$129K	0.13%	178
2015 Q4	$2.11M	Buy	28,093 +24,002	+587%	+$1.79M	0.11%	212
2015 Q3	$290K	Sell	4,091 -12,321	-75%	-$898K	0.02%	749
2015 Q2	$1.17M	Sell	16,412 -10,628	-39%	-$806K	0.05%	362
2015 Q1	$2.15M	Sell	27,040 -16,434	-38%	-$1.31M	0.14%	184
2014 Q4	$3.34M	Sell	43,474 -6,723	-13%	-$503K	0.24%	92
2014 Q3	$3.46M	Sell	50,197 -907	-2%	-$65.7K	0.27%	80
2014 Q2	$3.67M	Buy	51,104 +41,939	+458%	+$2.95M	0.27%	93
2014 Q1	$614K	Buy	+9,165	New	+$608K	0.05%	450
2013 Q4	–	Sell	-13,367	Closed	-$848K	–	998
2013 Q3	$848K	Buy	13,367 +3,965	+42%	+$259K	0.05%	355
2013 Q2	$625K	Buy	+9,402	New	+$664K	0.05%	381

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

LMIM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Allied Advisory Services's IYR Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares US Real Estate ETF (IYR) stake by 32% in Q3 2020, selling an estimated $204K and leaving 5,469 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #762.

First Allied Advisory Services first reported a position in IYR in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.1M in Q3 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

First Allied Advisory Services held 5,469 shares of iShares US Real Estate ETF worth $437K as of Q3 2020.
First Allied Advisory Services sold 2,523 iShares US Real Estate ETF shares in Q3 2020, an estimated $204K.
iShares US Real Estate ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #762 holding.
First Allied Advisory Services first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 29 quarters since.
First Allied Advisory Services's iShares US Real Estate ETF position peaked at $6.1M in Q3 2019.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.