LexAurum Advisors’s iShares US Real Estate ETF IYR Stock Holding History

LexAurum Advisors’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 Q4	–	Sell	-16,118	Closed	-$1.29M	–	161
2018 Q3	$1.29M	Buy	+16,118	New	+$1.31M	0.9%	34

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LexAurum Advisors's IYR Position: Q4 2018 in Review

LexAurum Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 16,118 shares — an estimated $1.29M sold.

LexAurum Advisors first reported a position in IYR in Q3 2018 and held it in 1 quarter. The position peaked at $1.29M in Q3 2018. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

LexAurum Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
LexAurum Advisors sold 16,118 iShares US Real Estate ETF shares in Q4 2018, an estimated $1.29M.
LexAurum Advisors first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 1 quarter.
LexAurum Advisors's iShares US Real Estate ETF position peaked at $1.29M in Q3 2018.
429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on LexAurum Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.