London & Capital Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

London & Capital Asset 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
2020 Q3	–	Sell	-6,800	Closed	-$536K	–	88
2020 Q2	$536K	Hold	6,800	–	–	0.09%	62
2020 Q1	$473K	Hold	6,800	–	–	0.11%	55
2019 Q4	$633K	Hold	6,800	–	–	0.1%	62
2019 Q3	$636K	Hold	6,800	–	–	0.11%	61
2019 Q2	$594K	Hold	6,800	–	–	0.12%	61
2019 Q1	$592K	Hold	6,800	–	–	0.09%	56
2018 Q4	$510K	Buy	+6,800	New	+$534K	0.08%	64

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

LMIM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

London & Capital Asset Management's IYR Position: Q3 2020 in Review

London & Capital Asset Management sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 6,800 shares — an estimated $536K sold.

London & Capital Asset Management first reported a position in IYR in Q4 2018 and held it in 7 quarters. The position peaked at $636K in Q3 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

London & Capital Asset Management reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
London & Capital Asset Management sold 6,800 iShares US Real Estate ETF shares in Q3 2020, an estimated $536K.
London & Capital Asset Management first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 7 quarters.
London & Capital Asset Management's iShares US Real Estate ETF position peaked at $636K in Q3 2019.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on London & Capital Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.