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Johnson Financial Group LLC (Colorado)’s iShares US Real Estate ETF IYR Stock Holding History

Johnson Financial Group LLC (Colorado)’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
-3,659
Closed -$282K – 84
2016
Q4 		$282K Buy
+3,659
New +$278K 0.23% 68

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JP Morgan Chase
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Wells Fargo
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LMIM
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Johnson Financial Group LLC (Colorado)'s IYR Position: Q1 2017 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 3,659 shares — an estimated $282K sold.

Johnson Financial Group LLC (Colorado) first reported a position in IYR in Q4 2016 and held it in 1 quarter. The position peaked at $282K in Q4 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 3,659 iShares US Real Estate ETF shares in Q1 2017, an estimated $282K.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s iShares US Real Estate ETF position peaked at $282K in Q4 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2017, filed 11 May 2017.