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Jackson Grant Investment Advisers’s iShares US Real Estate ETF IYR Stock Holding History

Jackson Grant Investment Advisers’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
-363
Closed -$28K – 177
2016
Q4 		$28K Sell
363
-393
-52% -$29.9K 0.02% 146
2016
Q3 		$61K Buy
756
+193
+34% +$16K 0.05% 108
2016
Q2 		$46K Buy
563
+178
+46% +$14K 0.04% 113
2016
Q1 		$30K Buy
385
+54
+16% +$3.92K 0.03% 123
2015
Q4 		$25K Buy
+331
New +$24.7K 0.02% 139

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jackson Grant Investment Advisers's IYR Position: Q1 2017 in Review

Jackson Grant Investment Advisers sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 363 shares — an estimated $28K sold.

Jackson Grant Investment Advisers first reported a position in IYR in Q4 2015 and held it in 5 quarters. The position peaked at $61K in Q3 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Jackson Grant Investment Advisers reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 363 iShares US Real Estate ETF shares in Q1 2017, an estimated $28K.
  • Jackson Grant Investment Advisers first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's iShares US Real Estate ETF position peaked at $61K in Q3 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2017, filed 2 May 2017.