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Lodestar Investment Counsel’s iShares US Real Estate ETF IYR Stock Holding History

Lodestar Investment Counsel’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 		– Sell
-5,770
Closed -$465K – 180
2018
Q2 		$465K Buy
+5,770
New +$445K 0.05% 136

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

Lodestar Investment Counsel's IYR Position: Q3 2018 in Review

Lodestar Investment Counsel sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 5,770 shares — an estimated $465K sold.

Lodestar Investment Counsel first reported a position in IYR in Q2 2018 and held it in 1 quarter. The position peaked at $465K in Q2 2018. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Lodestar Investment Counsel reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Lodestar Investment Counsel sold 5,770 iShares US Real Estate ETF shares in Q3 2018, an estimated $465K.
  • Lodestar Investment Counsel first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 1 quarter.
  • Lodestar Investment Counsel's iShares US Real Estate ETF position peaked at $465K in Q2 2018.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Lodestar Investment Counsel's 13F filing for Q3 2018, filed 18 Oct 2018.