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HBK Sorce Advisory’s iShares US Real Estate ETF IYR Stock Holding History

HBK Sorce Advisory’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
Q4 		– Sell
-3,924
Closed -$314K – 403
2018
Q3 		$314K Sell
3,924
-2,862
-42% -$233K 0.04% 292
2018
Q2 		$547K Sell
6,786
-454
-6% -$35K 0.06% 216
2018
Q1 		$551K Buy
7,240
+844
+13% +$64K 0.07% 194
2017
Q4 		$518K Buy
6,396
+326
+5% +$26.5K 0.06% 217
2017
Q3 		$485K Sell
6,070
-52
-0.8% -$4.18K 0.07% 171
2017
Q2 		$488K Buy
6,122
+141
+2% +$11.2K 0.08% 164
2017
Q1 		$470K Sell
5,981
-130
-2% -$10.1K 0.08% 169
2016
Q4 		$470K Sell
6,111
-86
-1% -$6.54K 0.08% 167
2016
Q3 		$500K Buy
6,197
+92
+2% +$7.62K 0.1% 147
2016
Q2 		$503K Buy
6,105
+413
+7% +$32.4K 0.11% 144
2016
Q1 		$443K Buy
+5,692
New +$413K 0.1% 140

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

HBK Sorce Advisory's IYR Position: Q4 2018 in Review

HBK Sorce Advisory sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 3,924 shares — an estimated $314K sold.

HBK Sorce Advisory first reported a position in IYR in Q1 2016 and held it in 11 quarters. The position peaked at $551K in Q1 2018. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

  • HBK Sorce Advisory reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • HBK Sorce Advisory sold 3,924 iShares US Real Estate ETF shares in Q4 2018, an estimated $314K.
  • HBK Sorce Advisory first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 11 quarters.
  • HBK Sorce Advisory's iShares US Real Estate ETF position peaked at $551K in Q1 2018.
  • 429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on HBK Sorce Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.