Julex Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Julex Capital Management’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 Q3	$3.22M	Buy	+34,461	New	+$3.14M	7.59%	8

Other funds holding IYR

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

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

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

LMIM

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Julex Capital Management's IYR Position: Q3 2019 in Review

Julex Capital Management opened a new position in iShares US Real Estate ETF (IYR) in Q3 2019: 34,461 shares worth $3.22M. The stake represents 7.59% of the portfolio and ranks #8 among its holdings.

446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

Julex Capital Management held 34,461 shares of iShares US Real Estate ETF worth $3.22M as of Q3 2019.
iShares US Real Estate ETF was a new Julex Capital Management position in Q3 2019.
iShares US Real Estate ETF made up 7.59% of Julex Capital Management's portfolio in Q3 2019, its #8 holding.
446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.