Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares US Real Estate ETF IYR Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q1	–	Sell	-200	Closed	-$16K	–	473
2016 Q4	$16K	Hold	200	–	–	﹤0.01%	276
2016 Q3	$16K	Hold	200	–	–	0.01%	256
2016 Q2	$16K	Buy	+200	New	+$15.7K	0.01%	237

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMIM

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's IYR Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 200 shares — an estimated $16K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IYR in Q2 2016 and held it in 3 quarters. The position peaked at $16K in Q4 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 200 iShares US Real Estate ETF shares in Q1 2017, an estimated $16K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares US Real Estate ETF position peaked at $16K in Q4 2016.
341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.