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Ken Stern & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Ken Stern & Associates’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 		$304K Buy
3,795
+1
+0% +$82 0.13% 102
2018
Q2 		$306K Buy
3,794
+264
+7% +$20.3K 0.14% 92
2018
Q1 		$266K Buy
+3,530
New +$268K 0.12% 98

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Ken Stern & Associates's IYR Position: Q3 2018 in Review

Ken Stern & Associates increased its iShares US Real Estate ETF (IYR) stake by 0.03% in Q3 2018, buying an estimated $82 and bringing the position to 3,795 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #102.

Ken Stern & Associates first reported a position in IYR in Q1 2018 and has held it in 3 quarters since. The position peaked at $306K in Q2 2018. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Ken Stern & Associates held 3,795 shares of iShares US Real Estate ETF worth $304K as of Q3 2018.
  • Ken Stern & Associates bought 1 iShares US Real Estate ETF share in Q3 2018, an estimated $82.
  • iShares US Real Estate ETF made up 0.13% of Ken Stern & Associates's portfolio in Q3 2018, its #102 holding.
  • Ken Stern & Associates first reported a position in iShares US Real Estate ETF in Q1 2018 and has held it in 3 quarters since.
  • Ken Stern & Associates's iShares US Real Estate ETF position peaked at $306K in Q2 2018.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.