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Harfst & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Harfst & Associates’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
Q3 		– Sell
-325
Closed -$25K – 147
2017
Q2 		$25K Hold
325
– – 0.01% 165
2017
Q1 		$25K Buy
+325
New +$25.4K 0.01% 174
2016
Q1 		– Sell
-90
Closed -$6K – 152
2015
Q4 		$6K Hold
90
– – ﹤0.01% 253
2015
Q3 		$6K Hold
90
– – ﹤0.01% 246
2015
Q2 		$6K Buy
+90
New +$6.83K ﹤0.01% 291

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Harfst & Associates's IYR Position: Q3 2017 in Review

Harfst & Associates sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 325 shares — an estimated $25K sold.

Harfst & Associates first reported a position in IYR in Q2 2015 and held it in 5 quarters. The position peaked at $25K in Q2 2017. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

  • Harfst & Associates reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 325 iShares US Real Estate ETF shares in Q3 2017, an estimated $25K.
  • Harfst & Associates first reported a position in iShares US Real Estate ETF in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's iShares US Real Estate ETF position peaked at $25K in Q2 2017.
  • 356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.