Intellectus Partners’s iShares US Real Estate ETF IYR Stock Holding History

Intellectus Partners’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 Q3	–	Sell	-124	Closed	-$10K	–	600
2018 Q2	$10K	Hold	124	–	–	﹤0.01%	474
2018 Q1	$9K	Hold	124	–	–	﹤0.01%	487
2017 Q4	$10K	Hold	124	–	–	﹤0.01%	482
2017 Q3	$10K	Buy	+124	New	+$9.96K	﹤0.01%	618

Other funds holding IYR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Intellectus Partners's IYR Position: Q3 2018 in Review

Intellectus Partners sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 124 shares — an estimated $10K sold.

Intellectus Partners first reported a position in IYR in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q2 2018. 388 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

Intellectus Partners reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Intellectus Partners sold 124 iShares US Real Estate ETF shares in Q3 2018, an estimated $10K.
Intellectus Partners first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 4 quarters.
Intellectus Partners's iShares US Real Estate ETF position peaked at $10K in Q2 2018.
388 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.