HL Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

HL Financial 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
2019 Q1	$279K	Hold	3,203	–	–	﹤0.01%	632
2018 Q4	$240K	Buy	+3,203	New	+$252K	﹤0.01%	650
2017 Q4	–	Sell	-6,125	Closed	-$489K	–	670
2017 Q3	$489K	Buy	6,125 +3,441	+128%	+$276K	0.01%	492
2017 Q2	$214K	Buy	+2,684	New	+$214K	﹤0.01%	644
2015 Q3	–	Sell	-6,630	Closed	-$493K	–	655
2015 Q2	$493K	Sell	6,630 -42,437	-86%	-$3.22M	0.01%	456
2015 Q1	$3.89M	Sell	49,067 -7,052	-13%	-$564K	0.1%	127
2014 Q4	$4.31M	Buy	56,119 +37,667	+204%	+$2.82M	0.12%	110
2014 Q3	$1.28M	Sell	18,452 -983	-5%	-$71.2K	0.04%	224
2014 Q2	$1.4M	Buy	19,435 +329	+2%	+$23.2K	0.04%	212
2014 Q1	$1.29M	Sell	19,106 -172	-0.9%	-$11.4K	0.04%	218
2013 Q4	$1.22M	Sell	19,278 -3,809	-16%	-$245K	0.04%	228
2013 Q3	$1.47M	Sell	23,087 -10,500	-31%	-$686K	0.05%	199
2013 Q2	$2.23M	Buy	+33,587	New	+$2.37M	0.08%	148

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HL Financial Services's IYR Position: Q1 2019 in Review

HL Financial Services held its iShares US Real Estate ETF (IYR) position steady in Q1 2019 at 3,203 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

HL Financial Services first reported a position in IYR in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.31M in Q4 2014. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

HL Financial Services held 3,203 shares of iShares US Real Estate ETF worth $279K as of Q1 2019.
HL Financial Services left its iShares US Real Estate ETF share count unchanged in Q1 2019.
iShares US Real Estate ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #632 holding.
HL Financial Services first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 13 quarters since.
HL Financial Services's iShares US Real Estate ETF position peaked at $4.31M in Q4 2014.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.